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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 | $299,359 | $212,386+41.0% | $199,883+49.8% | $138,895+115.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 14.23% | 47.75%-33.5pp | 43.81%-29.6pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,922 | $6,625-71.0% | $6,261-69.3% | $4,194-54.2% |
| Participant deferral / active EE | $17,733 | $9,617+84.4% | $9,138+94.1% | $6,396+177.2% |
| Admin fee / account holder | $4,204 | $18,233-76.9% | $17,268-75.7% | $12,562-66.5% |