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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 | $412,219 | $199,109+107.0% | $173,730+137.3% | $154,746+166.4% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 20.75% | 20.02%+0.7pp | 19.96%+0.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,691 | $5,311-49.3% | $4,577-41.2% | $4,379-38.5% |
| Participant deferral / active EE | $9,872 | $7,113+38.8% | $6,326+56.1% | $6,730+46.7% |
| Admin fee / account holder | $33,515 | $20,916+60.2% | $17,523+91.3% | $14,365+133.3% |