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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 | $329,860 | $172,111+91.7% | $150,298+119.5% | $137,256+140.3% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 20.36% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,059 | $4,636-34.0% | $4,154-26.4% | $4,156-26.4% |
| Participant deferral / active EE | $6,379 | $6,166+3.5% | $5,453+17.0% | $6,407-0.4% |
| Admin fee / account holder | $9,315 | $16,471-43.4% | $14,116-34.0% | $12,270-24.1% |