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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 | $337,815 | $210,908+60.2% | $153,643+119.9% | $145,884+131.6% |
| Participation rate | 57.1% | 82.1%-25.0pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 14.76% | 13.46%+1.3pp | 15.71%-1.0pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,185 | $7,976+27.7% | $6,754+50.8% | $6,690+52.3% |
| Admin fee / account holder | $19,144 | $19,477-1.7% | $12,739+50.3% | $13,392+43.0% |