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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 | $414,575 | $88,754+367.1% | $81,820+406.7% | $145,877+184.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 12.48% | 1031.77%-1019.3pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $888 | $3,085-71.2% | $2,915-69.5% | $4,663-81.0% |
| Participant deferral / active EE | $4,783 | $4,648+2.9% | $4,323+10.6% | $6,691-28.5% |
| Admin fee / account holder | $23,323 | $8,424+176.9% | $7,391+215.6% | $13,402+74.0% |