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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 | $346,036 | $124,980+176.9% | $108,359+219.3% | $154,746+123.6% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 20.47% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,101 | $2,851-26.3% | $2,399-12.4% | $4,379-52.0% |
| Participant deferral / active EE | $7,479 | $4,743+57.7% | $4,137+80.8% | $6,730+11.1% |
| Admin fee / account holder | $1,387 | $11,502-87.9% | $9,741-85.8% | $14,365-90.3% |