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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 | $337,786 | $172,111+96.3% | $150,298+124.7% | $137,256+146.1% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 17.56% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,985 | $4,636-57.2% | $4,154-52.2% | $4,156-52.2% |
| Participant deferral / active EE | $5,774 | $6,166-6.3% | $5,453+5.9% | $6,407-9.9% |
| Admin fee / account holder | $2,527 | $16,471-84.7% | $14,116-82.1% | $12,270-79.4% |