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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 | $321,154 | $154,228+108.2% | $145,433+120.8% | $137,256+134.0% |
| Participation rate | 36.8% | 83.8%-46.9pp | 82.1%-45.3pp | 80.0%-43.1pp |
| Annual return | 16.71% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,080 | $4,804-77.5% | $4,554-76.3% | $4,156-74.0% |
| Participant deferral / active EE | $3,345 | $8,216-59.3% | $7,897-57.6% | $6,407-47.8% |
| Admin fee / account holder | $16,914 | $14,344+17.9% | $13,129+28.8% | $12,270+37.9% |