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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 | $108,882+278.0% | $96,754+325.3% | $154,746+165.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 11.01% | 98.39%-87.4pp | 82.04%-71.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,814 | $3,018-39.9% | $2,679-32.3% | $4,379-58.6% |
| Participant deferral / active EE | $11,738 | $5,323+120.5% | $4,758+146.7% | $6,730+74.4% |
| Admin fee / account holder | $1,735 | $10,200-83.0% | $8,905-80.5% | $14,365-87.9% |