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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 | $418,917 | $148,629+181.9% | $135,982+208.1% | $139,487+200.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 16.73% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $4,318 | $5,247-17.7% | $4,859-11.1% | $4,755-9.2% |
| Participant deferral / active EE | $8,587 | $8,102+6.0% | $7,760+10.7% | $6,713+27.9% |
| Admin fee / account holder | $3,999 | $12,406-67.8% | $10,767-62.9% | $11,407-64.9% |