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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 | $438,761 | $154,228+184.5% | $145,433+201.7% | $137,256+219.7% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 16.84% | 74.59%-57.8pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,906 | $4,804-60.3% | $4,554-58.2% | $4,156-54.1% |
| Participant deferral / active EE | $4,849 | $8,216-41.0% | $7,897-38.6% | $6,407-24.3% |
| Admin fee / account holder | $1,027 | $14,344-92.8% | $13,129-92.2% | $12,270-91.6% |