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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 | $411,968 | $162,136+154.1% | $152,301+170.5% | $154,746+166.2% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 14.98% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,416 | $4,890-71.0% | $4,624-69.4% | $4,379-67.7% |
| Participant deferral / active EE | $5,311 | $8,341-36.3% | $8,004-33.6% | $6,730-21.1% |
| Admin fee / account holder | $4,169 | $15,759-73.5% | $14,398-71.0% | $14,365-71.0% |