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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 | $570,380 | $154,228+269.8% | $145,433+292.2% | $137,256+315.6% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 16.06% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,347 | $4,804-51.1% | $4,554-48.5% | $4,156-43.5% |
| Participant deferral / active EE | $8,028 | $8,216-2.3% | $7,897+1.7% | $6,407+25.3% |
| Admin fee / account holder | $13,621 | $14,344-5.0% | $13,129+3.7% | $12,270+11.0% |