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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 | $328,968 | $136,860+140.4% | $120,344+173.4% | $154,746+112.6% |
| Participation rate | 52.9% | 79.9%-26.9pp | 76.7%-23.8pp | 80.7%-27.8pp |
| Annual return | 16.42% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,755 | $3,533-22.0% | $3,020-8.8% | $4,379-37.1% |
| Participant deferral / active EE | $8,260 | $5,793+42.6% | $5,135+60.9% | $6,730+22.7% |
| Admin fee / account holder | $10,146 | $15,393-34.1% | $12,742-20.4% | $14,365-29.4% |