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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 | $374,601 | $110,337+239.5% | $102,383+265.9% | $145,877+156.8% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 21.08% | 24.83%-3.8pp | 24.94%-3.9pp | 551.28%-530.2pp |
| Employer contribution / active EE | $6,423 | $4,216+52.4% | $3,870+66.0% | $4,663+37.7% |
| Participant deferral / active EE | $9,649 | $5,621+71.7% | $5,060+90.7% | $6,691+44.2% |
| Admin fee / account holder | $20,717 | $9,750+112.5% | $8,391+146.9% | $13,402+54.6% |