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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 | $548,210 | $123,155+345.1% | $108,753+404.1% | $155,188+253.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 14.51% | 44.73%-30.2pp | 37.47%-23.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $439 | $2,811-84.4% | $2,427-81.9% | $4,248-89.7% |
| Participant deferral / active EE | $1,300 | $4,623-71.9% | $4,115-68.4% | $6,531-80.1% |
| Admin fee / account holder | $36,870 | $12,126+204.0% | $10,320+257.3% | $14,480+154.6% |