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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 | $410,049 | $156,398+162.2% | $147,318+178.3% | $138,895+195.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.60% | 78.75%-60.2pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,243 | $4,853-74.4% | $4,593-72.9% | $4,194-70.4% |
| Participant deferral / active EE | $8,306 | $8,237+0.8% | $7,906+5.0% | $6,396+29.9% |
| Admin fee / account holder | $13,978 | $14,976-6.7% | $13,708+2.0% | $12,562+11.3% |