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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 | $580,998 | $181,062+220.9% | $158,223+267.2% | $155,188+274.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 18.30% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,551 | $4,565-66.0% | $4,109-62.3% | $4,248-63.5% |
| Participant deferral / active EE | $8,054 | $6,134+31.3% | $5,467+47.3% | $6,531+23.3% |
| Admin fee / account holder | $420 | $18,825-97.8% | $16,047-97.4% | $14,480-97.1% |