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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 | $304,913 | $106,267+186.9% | $96,520+215.9% | $139,456+118.6% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 20.53% | 38.45%-17.9pp | 35.72%-15.2pp | 373.45%-352.9pp |
| Employer contribution / active EE | $2,025 | $4,105-50.7% | $3,739-45.8% | $4,753-57.4% |
| Participant deferral / active EE | $7,994 | $5,454+46.6% | $4,879+63.8% | $6,711+19.1% |
| Admin fee / account holder | $10,899 | $7,882+38.3% | $6,733+61.9% | $11,407-4.5% |