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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $492,178 | $225,673+118.1% | $203,872+141.4% | $155,188+217.1% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 15.36% | 95.91%-80.6pp | 85.11%-69.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,206 | $4,099-21.8% | $3,757-14.7% | $4,248-24.5% |
| Participant deferral / active EE | $7,246 | $6,893+5.1% | $6,388+13.4% | $6,531+11.0% |
| Admin fee / account holder | $14,413 | $12,327+16.9% | $11,730+22.9% | $14,480-0.5% |