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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 | $287,580 | $104,694+174.7% | $85,709+235.5% | $167,536+71.7% |
| Participation rate | 35.0% | 76.4%-41.4pp | 69.9%-34.9pp | 82.1%-47.1pp |
| Annual return | 31.09% | 21.45%+9.6pp | 21.49%+9.6pp | 478.82%-447.7pp |
| Employer contribution / active EE | $3,102 | $3,337-7.1% | $2,619+18.5% | $4,839-35.9% |
| Participant deferral / active EE | $5,530 | $4,826+14.6% | $3,924+40.9% | $6,342-12.8% |
| Admin fee / account holder | $1,978 | $10,035-80.3% | $6,876-71.2% | $12,315-83.9% |