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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 | $451,584 | $88,996+407.4% | $78,004+478.9% | $138,895+225.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.4%-9.4pp | 79.9%-19.9pp |
| Annual return | 16.73% | 28.03%-11.3pp | 31.07%-14.3pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,030 | $2,917-30.4% | $2,469-17.8% | $4,194-51.6% |
| Participant deferral / active EE | $14,176 | $4,724+200.1% | $4,092+246.5% | $6,396+121.6% |
| Admin fee / account holder | $1,768 | $8,807-79.9% | $7,578-76.7% | $12,562-85.9% |