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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 | $126,661+159.7% | $113,397+190.1% | $138,895+136.8% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.5%-23.6pp | 79.9%-27.0pp |
| Annual return | 16.42% | 25.05%-8.6pp | 23.20%-6.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,755 | $3,456-20.3% | $2,977-7.5% | $4,194-34.3% |
| Participant deferral / active EE | $8,260 | $5,693+45.1% | $5,076+62.7% | $6,396+29.1% |
| Admin fee / account holder | $10,146 | $14,549-30.3% | $11,957-15.1% | $12,562-19.2% |