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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 | $395,519 | $185,312+113.4% | $161,489+144.9% | $154,746+155.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.78% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $6,482 | $4,769+35.9% | $4,268+51.9% | $4,379+48.0% |
| Participant deferral / active EE | $5,720 | $6,350-9.9% | $5,630+1.6% | $6,730-15.0% |
| Admin fee / account holder | $1,622 | $18,654-91.3% | $16,006-89.9% | $14,365-88.7% |