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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 | $312,586 | $103,393+202.3% | $87,103+258.9% | $152,909+104.4% |
| Participation rate | 68.4% | 79.4%-10.9pp | 76.9%-8.5pp | 82.5%-14.0pp |
| Annual return | 22.52% | 28.10%-5.6pp | 28.19%-5.7pp | 345.46%-322.9pp |
| Employer contribution / active EE | $2,625 | $3,221-18.5% | $2,521+4.1% | $4,764-44.9% |
| Participant deferral / active EE | $4,492 | $4,778-6.0% | $4,049+11.0% | $5,851-23.2% |
| Admin fee / account holder | $21,115 | $12,195+73.1% | $7,491+181.9% | $11,601+82.0% |