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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 | $343,789 | $100,194+243.1% | $122,979+179.6% | $86,983+295.2% |
| Participation rate | 68.4% | 73.0%-4.5pp | 77.2%-8.8pp | 69.5%-1.1pp |
| Annual return | 19.94% | 16.47%+3.5pp | 20.12%-0.2pp | 25.83%-5.9pp |
| Employer contribution / active EE | $1,567 | $2,326-32.6% | $3,062-48.8% | $2,584-39.4% |
| Participant deferral / active EE | $2,966 | $4,133-28.3% | $5,003-40.7% | $4,194-29.3% |
| Admin fee / account holder | $34,565 | $10,148+240.6% | $12,864+168.7% | $7,856+340.0% |