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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 | $227,399+119.1% | $189,758+162.6% | $198,609+150.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 79.8%-42.3pp | 82.4%-44.9pp |
| Annual return | 20.19% | 61.03%-40.8pp | 52.62%-32.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,931 | $5,526-65.1% | $4,767-59.5% | $5,055-61.8% |
| Participant deferral / active EE | $4,988 | $6,837-27.0% | $5,856-14.8% | $6,977-28.5% |
| Admin fee / account holder | $589 | $25,162-97.7% | $20,388-97.1% | $19,030-96.9% |