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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 | $336,505 | $184,014+82.9% | $161,149+108.8% | $138,895+142.3% |
| Participation rate | 43.8% | 82.1%-38.3pp | 78.8%-35.1pp | 79.9%-36.2pp |
| Annual return | 14.75% | 21.52%-6.8pp | 21.16%-6.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,032 | $5,055-59.8% | $4,360-53.4% | $4,194-51.5% |
| Participant deferral / active EE | $7,983 | $6,909+15.5% | $6,153+29.7% | $6,396+24.8% |
| Admin fee / account holder | $706 | $18,027-96.1% | $15,194-95.4% | $12,562-94.4% |