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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 | $491,359 | $156,398+214.2% | $147,318+233.5% | $138,895+253.8% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 13.34% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $977 | $4,853-79.9% | $4,593-78.7% | $4,194-76.7% |
| Participant deferral / active EE | $3,421 | $8,237-58.5% | $7,906-56.7% | $6,396-46.5% |
| Admin fee / account holder | $3,515 | $14,976-76.5% | $13,708-74.4% | $12,562-72.0% |