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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 | $335,593 | $201,264+66.7% | $184,185+82.2% | $145,978+129.9% |
| Participation rate | 46.2% | 87.5%-41.3pp | 86.8%-40.7pp | 80.3%-34.1pp |
| Annual return | 14.95% | 29.00%-14.1pp | 28.81%-13.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,621 | $7,021-62.7% | $6,426-59.2% | $4,662-43.8% |
| Participant deferral / active EE | $7,461 | $9,806-23.9% | $9,132-18.3% | $6,690+11.5% |
| Admin fee / account holder | $44,575 | $16,376+172.2% | $13,909+220.5% | $13,400+232.6% |