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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 | $402,021 | $185,905+116.3% | $170,057+136.4% | $139,487+188.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.57% | 60.56%-48.0pp | 53.42%-40.8pp | 373.84%-361.3pp |
| Employer contribution / active EE | $3,767 | $7,597-50.4% | $6,790-44.5% | $4,755-20.8% |
| Participant deferral / active EE | $14,667 | $11,627+26.1% | $10,411+40.9% | $6,713+118.5% |
| Admin fee / account holder | $21,554 | $15,397+40.0% | $12,826+68.0% | $11,407+88.9% |