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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 | $440,007 | $227,291+93.6% | $214,702+104.9% | $155,188+183.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 12.86% | 60.08%-47.2pp | 54.55%-41.7pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,744 | $6,772-74.3% | $6,461-73.0% | $4,248-59.0% |
| Participant deferral / active EE | $6,407 | $9,582-33.1% | $9,147-30.0% | $6,531-1.9% |
| Admin fee / account holder | $40,509 | $20,413+98.4% | $19,830+104.3% | $14,480+179.8% |