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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 | $276,482 | $157,829+75.2% | $136,867+102.0% | $198,609+39.2% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 15.08% | 51.25%-36.2pp | 42.97%-27.9pp | 202.70%-187.6pp |
| Employer contribution / active EE | $3,034 | $3,923-22.7% | $3,547-14.5% | $5,055-40.0% |
| Participant deferral / active EE | $7,194 | $5,463+31.7% | $4,924+46.1% | $6,977+3.1% |
| Admin fee / account holder | $4,789 | $11,107-56.9% | $10,340-53.7% | $19,030-74.8% |