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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 | $331,342 | $106,923+209.9% | $84,023+294.3% | $152,909+116.7% |
| Participation rate | 40.0% | 75.3%-35.3pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 15.25% | 105.02%-89.8pp | 71.32%-56.1pp | 345.46%-330.2pp |
| Employer contribution / active EE | $1,395 | $2,735-49.0% | $1,984-29.7% | $4,764-70.7% |
| Participant deferral / active EE | $7,502 | $4,013+87.0% | $3,239+131.6% | $5,851+28.2% |
| Admin fee / account holder | $2,684 | $8,289-67.6% | $6,102-56.0% | $11,601-76.9% |