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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 | $365,127 | $213,785+70.8% | $185,441+96.9% | $155,188+135.3% |
| Participation rate | 54.5% | 83.2%-28.7pp | 80.3%-25.7pp | 80.8%-26.3pp |
| Annual return | 21.66% | 19.97%+1.7pp | 20.16%+1.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,524 | $5,393-71.7% | $4,672-67.4% | $4,248-64.1% |
| Participant deferral / active EE | $4,619 | $6,864-32.7% | $6,152-24.9% | $6,531-29.3% |
| Admin fee / account holder | $17,821 | $21,134-15.7% | $17,890-0.4% | $14,480+23.1% |