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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 | $498,255 | $185,312+168.9% | $161,489+208.5% | $154,746+222.0% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 20.19% | 103.84%-83.7pp | 89.72%-69.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,931 | $4,769-59.5% | $4,268-54.8% | $4,379-55.9% |
| Participant deferral / active EE | $4,988 | $6,350-21.5% | $5,630-11.4% | $6,730-25.9% |
| Admin fee / account holder | $589 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |