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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 | $310,883 | $106,280+192.5% | $96,538+222.0% | $139,487+122.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 18.00% | 38.48%-20.5pp | 35.74%-17.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $27,512 | $4,107+569.9% | $3,740+635.6% | $4,755+478.6% |
| Participant deferral / active EE | $17,105 | $5,457+213.5% | $4,880+250.5% | $6,713+154.8% |
| Admin fee / account holder | $7,701 | $7,888-2.4% | $6,737+14.3% | $11,407-32.5% |