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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 | $390,543 | $135,956+187.3% | $123,894+215.2% | $273,972+42.5% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 11.94% | 56.63%-44.7pp | 47.52%-35.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $5,850 | $5,170+13.2% | $4,617+26.7% | $4,869+20.2% |
| Participant deferral / active EE | $13,014 | $6,343+105.2% | $5,984+117.5% | $5,287+146.1% |
| Admin fee / account holder | $1,699 | $9,817-82.7% | $8,357-79.7% | $10,133-83.2% |