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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 | $327,887 | $100,970+224.7% | $96,576+239.5% | $137,256+138.9% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 13.94% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,022 | $3,809-20.7% | $3,553-14.9% | $4,156-27.3% |
| Participant deferral / active EE | $8,144 | $8,286-1.7% | $7,956+2.4% | $6,407+27.1% |
| Admin fee / account holder | $2,916 | $11,312-74.2% | $11,381-74.4% | $12,270-76.2% |