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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 | $429,150 | $223,823+91.7% | $211,142+103.3% | $154,746+177.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.41% | 50.39%-36.0pp | 46.84%-32.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,538 | $6,787-77.3% | $6,442-76.1% | $4,379-64.9% |
| Participant deferral / active EE | $10,333 | $9,750+6.0% | $9,284+11.3% | $6,730+53.5% |
| Admin fee / account holder | $2,762 | $19,707-86.0% | $19,076-85.5% | $14,365-80.8% |