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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 | $185,905+100.7% | $170,057+119.4% | $139,487+167.5% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 23.89% | 60.56%-36.7pp | 53.42%-29.5pp | 373.84%-349.9pp |
| Employer contribution / active EE | $4,576 | $7,597-39.8% | $6,790-32.6% | $4,755-3.8% |
| Participant deferral / active EE | $7,110 | $11,627-38.9% | $10,411-31.7% | $6,713+5.9% |
| Admin fee / account holder | $2,247 | $15,397-85.4% | $12,826-82.5% | $11,407-80.3% |