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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 | $304,195 | $149,679+103.2% | $117,039+159.9% | $147,586+106.1% |
| Participation rate | 40.0% | 83.5%-43.5pp | 77.2%-37.2pp | 82.8%-42.8pp |
| Annual return | 17.32% | 19.31%-2.0pp | 18.95%-1.6pp | 578.59%-561.3pp |
| Employer contribution / active EE | $6,982 | $4,937+41.4% | $3,785+84.5% | $4,876+43.2% |
| Participant deferral / active EE | $5,081 | $4,912+3.4% | $3,929+29.3% | $5,439-6.6% |
| Admin fee / account holder | $1,372 | $7,856-82.5% | $5,974-77.0% | $10,886-87.4% |