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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 | $399,082 | $178,174+124.0% | $156,181+155.5% | $137,256+190.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 14.52% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,875 | $4,972-62.3% | $4,294-56.3% | $4,156-54.9% |
| Participant deferral / active EE | $5,400 | $6,888-21.6% | $6,132-11.9% | $6,407-15.7% |
| Admin fee / account holder | $1,770 | $17,404-89.8% | $14,586-87.9% | $12,270-85.6% |