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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 | $489,772 | $155,555+214.9% | $146,866+233.5% | $155,188+215.6% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.5%-35.8pp | 80.8%-34.1pp |
| Annual return | 16.90% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $744 | $4,647-84.0% | $4,425-83.2% | $4,248-82.5% |
| Participant deferral / active EE | $4,109 | $8,044-48.9% | $7,759-47.0% | $6,531-37.1% |
| Admin fee / account holder | $3,192 | $14,755-78.4% | $13,620-76.6% | $14,480-78.0% |