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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 | $361,780 | $162,136+123.1% | $152,301+137.5% | $154,746+133.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 11.93% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,574 | $4,890-47.4% | $4,624-44.3% | $4,379-41.2% |
| Participant deferral / active EE | $4,899 | $8,341-41.3% | $8,004-38.8% | $6,730-27.2% |
| Admin fee / account holder | $2,178 | $15,759-86.2% | $14,398-84.9% | $14,365-84.8% |