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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 | $534,022 | $112,729+373.7% | $98,716+441.0% | $137,256+289.1% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.3%-30.4pp | 80.0%-41.1pp |
| Annual return | 14.06% | 38.48%-24.4pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,226 | $2,725-55.0% | $2,279-46.2% | $4,156-70.5% |
| Participant deferral / active EE | $2,913 | $4,640-37.2% | $4,048-28.0% | $6,407-54.5% |
| Admin fee / account holder | $12,292 | $10,129+21.4% | $8,703+41.2% | $12,270+0.2% |