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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 | $264,656 | $118,467+123.4% | $98,450+168.8% | $139,456+89.8% |
| Participation rate | 37.5% | 77.5%-40.0pp | 75.2%-37.7pp | 80.3%-42.8pp |
| Annual return | 13.12% | 18.95%-5.8pp | 21.16%-8.0pp | 373.45%-360.3pp |
| Employer contribution / active EE | $4,776 | $3,611+32.3% | $3,049+56.6% | $4,753+0.5% |
| Participant deferral / active EE | $19,471 | $5,393+261.0% | $4,739+310.9% | $6,711+190.1% |
| Admin fee / account holder | $60,377 | $14,057+329.5% | $8,961+573.7% | $11,407+429.3% |