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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 | $327,390 | $211,224+55.0% | $178,505+83.4% | $145,897+124.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.95% | 30.28%-14.3pp | 27.16%-11.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,043 | $4,577-11.7% | $3,955+2.2% | $4,663-13.3% |
| Participant deferral / active EE | $15,021 | $6,966+115.6% | $6,280+139.2% | $6,689+124.6% |
| Admin fee / account holder | $150,123 | $12,109+1139.7% | $10,428+1339.6% | $13,390+1021.1% |