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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 | $286,927 | $141,001+103.5% | $112,228+155.7% | $139,487+105.7% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 20.31% | 32.75%-12.4pp | 30.23%-9.9pp | 373.84%-353.5pp |
| Employer contribution / active EE | $4,636 | $4,285+8.2% | $3,432+35.1% | $4,755-2.5% |
| Participant deferral / active EE | $11,250 | $5,877+91.4% | $4,800+134.4% | $6,713+67.6% |
| Admin fee / account holder | $1,386 | $9,959-86.1% | $7,752-82.1% | $11,407-87.8% |