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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 | $376,656 | $172,111+118.8% | $150,298+150.6% | $137,256+174.4% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 17.26% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,261 | $4,636-72.8% | $4,154-69.6% | $4,156-69.7% |
| Participant deferral / active EE | $7,319 | $6,166+18.7% | $5,453+34.2% | $6,407+14.2% |
| Admin fee / account holder | $863 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |