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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 | $364,638 | $181,896+100.5% | $156,551+132.9% | $273,972+33.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.99% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $12,485 | $6,248+99.8% | $5,501+127.0% | $4,869+156.4% |
| Participant deferral / active EE | $6,516 | $5,550+17.4% | $4,871+33.8% | $5,287+23.2% |
| Admin fee / account holder | $13,140 | $15,560-15.6% | $13,028+0.9% | $10,133+29.7% |