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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 | $349,135 | $155,555+124.4% | $146,866+137.7% | $155,188+125.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 16.02% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,131 | $4,647-54.1% | $4,425-51.8% | $4,248-49.8% |
| Participant deferral / active EE | $10,950 | $8,044+36.1% | $7,759+41.1% | $6,531+67.7% |
| Admin fee / account holder | $1,581 | $14,755-89.3% | $13,620-88.4% | $14,480-89.1% |