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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 | $450,401 | $154,228+192.0% | $145,433+209.7% | $137,256+228.1% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 12.70% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,330 | $4,804-30.7% | $4,554-26.9% | $4,156-19.9% |
| Participant deferral / active EE | $5,170 | $8,216-37.1% | $7,897-34.5% | $6,407-19.3% |
| Admin fee / account holder | $4,046 | $14,344-71.8% | $13,129-69.2% | $12,270-67.0% |