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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 | $402,549 | $156,398+157.4% | $147,318+173.3% | $138,895+189.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 12.53% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,743 | $4,853-64.1% | $4,593-62.0% | $4,194-58.4% |
| Participant deferral / active EE | $3,962 | $8,237-51.9% | $7,906-49.9% | $6,396-38.1% |
| Admin fee / account holder | $36,021 | $14,976+140.5% | $13,708+162.8% | $12,562+186.7% |