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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 | $339,525 | $111,535+204.4% | $105,223+222.7% | $137,256+147.4% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 15.71% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,504 | $3,939-11.1% | $3,689-5.0% | $4,156-15.7% |
| Participant deferral / active EE | $5,764 | $5,500+4.8% | $5,072+13.6% | $6,407-10.0% |
| Admin fee / account holder | $6,261 | $9,721-35.6% | $8,859-29.3% | $12,270-49.0% |