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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 | $253,575 | $106,749+137.5% | $145,433+74.4% | $82,448+207.6% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 17.26% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,758 | $3,444+9.1% | $4,554-17.5% | $2,551+47.3% |
| Participant deferral / active EE | $11,356 | $6,519+74.2% | $7,897+43.8% | $4,139+174.4% |
| Admin fee / account holder | $24,356 | $8,390+190.3% | $13,129+85.5% | $7,234+236.7% |