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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 | $333,036 | $185,312+79.7% | $161,489+106.2% | $154,746+115.2% |
| Participation rate | 42.1% | 82.5%-40.4pp | 78.7%-36.6pp | 80.7%-38.6pp |
| Annual return | 10.98% | 103.84%-92.9pp | 89.72%-78.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $3,183 | $4,769-33.3% | $4,268-25.4% | $4,379-27.3% |
| Participant deferral / active EE | $3,873 | $6,350-39.0% | $5,630-31.2% | $6,730-42.5% |
| Admin fee / account holder | $3,572 | $18,654-80.8% | $16,006-77.7% | $14,365-75.1% |