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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 | $344,698 | $199,109+73.1% | $173,730+98.4% | $154,746+122.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 17.97% | 20.02%-2.1pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,715 | $5,311-67.7% | $4,577-62.5% | $4,379-60.8% |
| Participant deferral / active EE | $7,329 | $7,113+3.0% | $6,326+15.9% | $6,730+8.9% |
| Admin fee / account holder | $36,383 | $20,916+73.9% | $17,523+107.6% | $14,365+153.3% |