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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 | $419,176 | $185,141+126.4% | $153,416+173.2% | $155,188+170.1% |
| Participation rate | 44.4% | 79.9%-35.5pp | 74.3%-29.9pp | 80.8%-36.4pp |
| Annual return | 12.82% | 18.72%-5.9pp | 17.84%-5.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,845 | $4,489-36.6% | $3,764-24.4% | $4,248-33.0% |
| Participant deferral / active EE | $7,179 | $5,477+31.1% | $4,723+52.0% | $6,531+9.9% |
| Admin fee / account holder | $1,253 | $16,005-92.2% | $13,095-90.4% | $14,480-91.3% |