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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 | $305,659 | $111,814+173.4% | $103,378+195.7% | $145,978+109.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.04% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $3,589 | $4,215-14.9% | $3,870-7.3% | $4,662-23.0% |
| Participant deferral / active EE | $11,640 | $5,618+107.2% | $5,058+130.1% | $6,690+74.0% |
| Admin fee / account holder | $1,413 | $9,764-85.5% | $8,401-83.2% | $13,400-89.5% |