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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 | $318,868 | $106,918+198.2% | $84,021+279.5% | $152,897+108.6% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.7pp | 82.5%-46.1pp |
| Annual return | 21.17% | 105.01%-83.8pp | 71.32%-50.1pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,402 | $2,735-48.7% | $1,984-29.3% | $4,764-70.6% |
| Participant deferral / active EE | $4,794 | $4,012+19.5% | $3,239+48.0% | $5,851-18.1% |
| Admin fee / account holder | $1,606 | $8,288-80.6% | $6,102-73.7% | $11,599-86.2% |