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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 | $375,794 | $162,136+131.8% | $152,301+146.7% | $154,746+142.8% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 15.74% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,591 | $4,890-67.5% | $4,624-65.6% | $4,379-63.7% |
| Participant deferral / active EE | $7,934 | $8,341-4.9% | $8,004-0.9% | $6,730+17.9% |
| Admin fee / account holder | $2,625 | $15,759-83.3% | $14,398-81.8% | $14,365-81.7% |