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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 | $329,299 | $181,062+81.9% | $158,223+108.1% | $155,188+112.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 19.36% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.5pp |
| Employer contribution / active EE | $3,951 | $4,565-13.4% | $4,109-3.8% | $4,248-7.0% |
| Participant deferral / active EE | $6,274 | $6,134+2.3% | $5,467+14.8% | $6,531-3.9% |
| Admin fee / account holder | $4,777 | $18,825-74.6% | $16,047-70.2% | $14,480-67.0% |