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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 | $395,256 | $201,370+96.3% | $184,256+114.5% | $145,897+170.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 25.71% | 29.05%-3.3pp | 28.85%-3.1pp | 552.29%-526.6pp |
| Employer contribution / active EE | $3,386 | $7,024-51.8% | $6,427-47.3% | $4,663-27.4% |
| Participant deferral / active EE | $12,429 | $9,808+26.7% | $9,133+36.1% | $6,689+85.8% |
| Admin fee / account holder | $2,487 | $16,364-84.8% | $13,899-82.1% | $13,390-81.4% |