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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 | $470,845 | $108,882+332.4% | $96,754+386.6% | $154,746+204.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 12.47% | 98.39%-85.9pp | 82.04%-69.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,748 | $3,018-9.0% | $2,679+2.6% | $4,379-37.2% |
| Participant deferral / active EE | $12,667 | $5,323+138.0% | $4,758+166.2% | $6,730+88.2% |
| Admin fee / account holder | $1,500 | $10,200-85.3% | $8,905-83.2% | $14,365-89.6% |