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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 | $363,143 | $111,814+224.8% | $103,374+251.3% | $145,959+148.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.05% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,621 | $4,214-37.8% | $3,869-32.3% | $4,661-43.8% |
| Participant deferral / active EE | $10,026 | $5,618+78.4% | $5,058+98.2% | $6,689+49.9% |
| Admin fee / account holder | $4,369 | $9,754-55.2% | $8,394-48.0% | $13,398-67.4% |