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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 | $540,465 | $162,136+233.3% | $152,301+254.9% | $154,746+249.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 18.30% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,760 | $4,890-23.1% | $4,624-18.7% | $4,379-14.1% |
| Participant deferral / active EE | $3,959 | $8,341-52.5% | $8,004-50.5% | $6,730-41.2% |
| Admin fee / account holder | $3,443 | $15,759-78.2% | $14,398-76.1% | $14,365-76.0% |