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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 | $454,759 | $217,432+109.1% | $185,851+144.7% | $167,553+171.4% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 17.27% | 148.43%-131.2pp | 122.11%-104.8pp | 478.89%-461.6pp |
| Employer contribution / active EE | $1,546 | $5,874-73.7% | $5,168-70.1% | $4,840-68.1% |
| Participant deferral / active EE | $8,611 | $6,357+35.5% | $5,569+54.6% | $6,343+35.8% |
| Admin fee / account holder | $7,437 | $19,820-62.5% | $16,245-54.2% | $12,316-39.6% |