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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 | $473,189 | $154,228+206.8% | $145,433+225.4% | $137,256+244.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.01% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,467 | $4,804-27.8% | $4,554-23.9% | $4,156-16.6% |
| Participant deferral / active EE | $18,442 | $8,216+124.5% | $7,897+133.5% | $6,407+187.9% |
| Admin fee / account holder | $1,908 | $14,344-86.7% | $13,129-85.5% | $12,270-84.5% |