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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 | $323,013 | $211,224+52.9% | $178,505+81.0% | $145,897+121.4% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 16.09% | 30.28%-14.2pp | 27.16%-11.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,000 | $4,577-56.3% | $3,955-49.4% | $4,663-57.1% |
| Participant deferral / active EE | $7,651 | $6,966+9.8% | $6,280+21.8% | $6,689+14.4% |
| Admin fee / account holder | $1,377 | $12,109-88.6% | $10,428-86.8% | $13,390-89.7% |