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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 | $417,104 | $183,592+127.2% | $155,574+168.1% | $145,877+185.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.14% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,210 | $5,317-77.2% | $4,676-74.1% | $4,663-74.0% |
| Participant deferral / active EE | $6,041 | $6,466-6.6% | $5,629+7.3% | $6,691-9.7% |
| Admin fee / account holder | $2,983 | $19,316-84.6% | $15,914-81.3% | $13,402-77.7% |