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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 | $398,540 | $197,603+101.7% | $177,827+124.1% | $158,950+150.7% |
| Participation rate | 41.7% | 88.5%-46.9pp | 87.7%-46.1pp | 82.0%-40.3pp |
| Annual return | 10.32% | 58.76%-48.4pp | 48.32%-38.0pp | 302.91%-292.6pp |
| Employer contribution / active EE | $6,791 | $6,698+1.4% | $5,918+14.7% | $4,762+42.6% |
| Participant deferral / active EE | $8,698 | $8,404+3.5% | $7,713+12.8% | $5,983+45.4% |
| Admin fee / account holder | $4,787 | $15,402-68.9% | $12,429-61.5% | $11,248-57.4% |