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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 | $310,442 | $181,062+71.5% | $158,223+96.2% | $155,188+100.0% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 18.33% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,627 | $4,565-42.5% | $4,109-36.1% | $4,248-38.2% |
| Participant deferral / active EE | $11,397 | $6,134+85.8% | $5,467+108.5% | $6,531+74.5% |
| Admin fee / account holder | $4,453 | $18,825-76.3% | $16,047-72.3% | $14,480-69.2% |