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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 | $565,419 | $111,814+405.7% | $103,378+446.9% | $145,978+287.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.69% | 24.80%-10.1pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $4,297 | $4,215+1.9% | $3,870+11.0% | $4,662-7.8% |
| Participant deferral / active EE | $20,333 | $5,618+261.9% | $5,058+302.0% | $6,690+204.0% |
| Admin fee / account holder | $1,368 | $9,764-86.0% | $8,401-83.7% | $13,400-89.8% |