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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 | $362,297 | $124,213+191.7% | $118,106+206.8% | $154,746+134.1% |
| Participation rate | 66.7% | 83.6%-16.9pp | 81.9%-15.2pp | 80.7%-14.0pp |
| Annual return | 10.24% | 18.29%-8.0pp | 19.44%-9.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $19,726 | $4,905+302.2% | $4,698+319.8% | $4,379+350.5% |
| Participant deferral / active EE | $14,239 | $6,859+107.6% | $6,619+115.1% | $6,730+111.6% |
| Admin fee / account holder | $1,643 | $9,627-82.9% | $8,973-81.7% | $14,365-88.6% |