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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 | $411,541 | $97,125+323.7% | $86,233+377.2% | $137,256+199.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 11.01% | 74.19%-63.2pp | 61.39%-50.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,814 | $2,841-36.2% | $2,504-27.6% | $4,156-56.4% |
| Participant deferral / active EE | $11,738 | $5,180+126.6% | $4,559+157.5% | $6,407+83.2% |
| Admin fee / account holder | $1,735 | $9,725-82.2% | $8,342-79.2% | $12,270-85.9% |