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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 | $309,295 | $132,099+134.1% | $115,599+167.6% | $138,895+122.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 13.38% | 176.76%-163.4pp | 111.10%-97.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,528 | $3,416-26.0% | $2,955-14.5% | $4,194-39.7% |
| Participant deferral / active EE | $8,783 | $5,617+56.4% | $4,889+79.6% | $6,396+37.3% |
| Admin fee / account holder | $18,209 | $15,650+16.3% | $12,841+41.8% | $12,562+44.9% |