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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 | $329,550 | $73,787+346.6% | $98,716+233.8% | $82,448+299.7% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 13.63% | 18.57%-4.9pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,904 | $1,511+92.2% | $2,279+27.5% | $2,551+13.8% |
| Participant deferral / active EE | $7,203 | $3,081+133.8% | $4,048+78.0% | $4,139+74.0% |
| Admin fee / account holder | $12,322 | $6,500+89.6% | $8,703+41.6% | $7,234+70.3% |