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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 | $377,127 | $213,785+76.4% | $185,441+103.4% | $155,188+143.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 13.52% | 19.97%-6.5pp | 20.16%-6.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $24,608 | $5,393+356.3% | $4,672+426.7% | $4,248+479.3% |
| Participant deferral / active EE | $9,878 | $6,864+43.9% | $6,152+60.6% | $6,531+51.2% |
| Admin fee / account holder | $14,741 | $21,134-30.3% | $17,890-17.6% | $14,480+1.8% |