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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 | $396,920 | $172,111+130.6% | $150,298+164.1% | $137,256+189.2% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 17.13% | 69.37%-52.2pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,146 | $4,636-53.7% | $4,154-48.3% | $4,156-48.4% |
| Participant deferral / active EE | $9,398 | $6,166+52.4% | $5,453+72.4% | $6,407+46.7% |
| Admin fee / account holder | $37,533 | $16,471+127.9% | $14,116+165.9% | $12,270+205.9% |