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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 | $331,742 | $124,425+166.6% | $112,040+196.1% | $137,256+141.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 17.83% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,493 | $3,411-56.2% | $2,954-49.5% | $4,156-64.1% |
| Participant deferral / active EE | $6,694 | $5,718+17.1% | $5,098+31.3% | $6,407+4.5% |
| Admin fee / account holder | $23,712 | $15,207+55.9% | $12,098+96.0% | $12,270+93.3% |