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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 | $485,602 | $181,062+168.2% | $158,223+206.9% | $155,188+212.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 16.09% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,878 | $4,565-58.9% | $4,109-54.3% | $4,248-55.8% |
| Participant deferral / active EE | $7,393 | $6,134+20.5% | $5,467+35.2% | $6,531+13.2% |
| Admin fee / account holder | $2,497 | $18,825-86.7% | $16,047-84.4% | $14,480-82.8% |