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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 | $481,555 | $183,592+162.3% | $155,574+209.5% | $145,877+230.1% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 19.61% | 61.37%-41.8pp | 64.87%-45.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,302 | $5,317-75.5% | $4,676-72.1% | $4,663-72.1% |
| Participant deferral / active EE | $3,093 | $6,466-52.2% | $5,629-45.1% | $6,691-53.8% |
| Admin fee / account holder | $2,424 | $19,316-87.5% | $15,914-84.8% | $13,402-81.9% |