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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 | $477,436 | $183,592+160.1% | $155,574+206.9% | $145,877+227.3% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 19.43% | 61.37%-41.9pp | 64.87%-45.4pp | 551.28%-531.8pp |
| Employer contribution / active EE | $1,125 | $5,317-78.8% | $4,676-75.9% | $4,663-75.9% |
| Participant deferral / active EE | $7,650 | $6,466+18.3% | $5,629+35.9% | $6,691+14.3% |
| Admin fee / account holder | $3,009 | $19,316-84.4% | $15,914-81.1% | $13,402-77.6% |