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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 | $258,821 | $106,267+143.6% | $96,520+168.2% | $139,456+85.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.61% | 38.45%-21.8pp | 35.72%-19.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $4,061 | $4,105-1.1% | $3,739+8.6% | $4,753-14.5% |
| Participant deferral / active EE | $12,875 | $5,454+136.1% | $4,879+163.9% | $6,711+91.8% |
| Admin fee / account holder | $1,134 | $7,882-85.6% | $6,733-83.2% | $11,407-90.1% |