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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 | $421,501 | $209,336+101.4% | $197,124+113.8% | $137,256+207.1% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 14.89% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,416 | $6,591-48.2% | $6,227-45.1% | $4,156-17.8% |
| Participant deferral / active EE | $7,933 | $9,614-17.5% | $9,135-13.2% | $6,407+23.8% |
| Admin fee / account holder | $1,493 | $17,308-91.4% | $16,298-90.8% | $12,270-87.8% |