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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 | $431,846 | $211,105+104.6% | $178,449+142.0% | $145,978+195.8% |
| Participation rate | 68.4% | 80.8%-12.4pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 19.96% | 30.19%-10.2pp | 27.09%-7.1pp | 550.52%-530.6pp |
| Employer contribution / active EE | $17,786 | $4,569+289.3% | $3,951+350.2% | $4,662+281.5% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,714 | $12,017+22.4% | $10,362+42.0% | $13,400+9.8% |