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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 | $589,756 | $162,136+263.7% | $152,301+287.2% | $154,746+281.1% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 18.01% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $943 | $4,890-80.7% | $4,624-79.6% | $4,379-78.5% |
| Participant deferral / active EE | $7,643 | $8,341-8.4% | $8,004-4.5% | $6,730+13.6% |
| Admin fee / account holder | $4,571 | $15,759-71.0% | $14,398-68.3% | $14,365-68.2% |