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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 | $254,708 | $201,370+26.5% | $184,256+38.2% | $145,897+74.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.23% | 29.05%-18.8pp | 28.85%-18.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $6,482 | $7,024-7.7% | $6,427+0.9% | $4,663+39.0% |
| Participant deferral / active EE | $11,351 | $9,808+15.7% | $9,133+24.3% | $6,689+69.7% |
| Admin fee / account holder | $375 | $16,364-97.7% | $13,899-97.3% | $13,390-97.2% |