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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 | $311,122 | $126,113+146.7% | $116,096+168.0% | $155,188+100.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 10.86% | 391.72%-380.9pp | 326.25%-315.4pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,997 | $2,672-25.3% | $2,503-20.2% | $4,248-53.0% |
| Participant deferral / active EE | $6,448 | $4,162+54.9% | $3,952+63.2% | $6,531-1.3% |
| Admin fee / account holder | $6,921 | $8,045-14.0% | $7,704-10.2% | $14,480-52.2% |