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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 | $357,228 | $172,111+107.6% | $150,298+137.7% | $137,256+160.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 17.38% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,845 | $4,636-17.1% | $4,154-7.4% | $4,156-7.5% |
| Participant deferral / active EE | $10,801 | $6,166+75.2% | $5,453+98.1% | $6,407+68.6% |
| Admin fee / account holder | $10,669 | $16,471-35.2% | $14,116-24.4% | $12,270-13.0% |