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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 | $373,106 | $185,830+100.8% | $170,004+119.5% | $139,427+167.6% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 23.89% | 60.52%-36.6pp | 53.39%-29.5pp | 373.27%-349.4pp |
| Employer contribution / active EE | $4,576 | $7,591-39.7% | $6,786-32.6% | $4,752-3.7% |
| Participant deferral / active EE | $7,110 | $11,622-38.8% | $10,408-31.7% | $6,711+5.9% |
| Admin fee / account holder | $2,247 | $15,381-85.4% | $12,816-82.5% | $11,404-80.3% |