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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 | $449,823 | $227,399+97.8% | $189,758+137.1% | $198,609+126.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 18.34% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $4,247 | $5,526-23.2% | $4,767-10.9% | $5,055-16.0% |
| Participant deferral / active EE | $9,049 | $6,837+32.4% | $5,856+54.5% | $6,977+29.7% |
| Admin fee / account holder | $21,113 | $25,162-16.1% | $20,388+3.6% | $19,030+10.9% |