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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 | $327,369 | $124,425+163.1% | $112,040+192.2% | $137,256+138.5% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.5%-11.8pp | 80.0%-15.3pp |
| Annual return | 15.68% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,289 | $3,411-3.6% | $2,954+11.3% | $4,156-20.9% |
| Participant deferral / active EE | $8,638 | $5,718+51.1% | $5,098+69.5% | $6,407+34.8% |
| Admin fee / account holder | $999 | $15,207-93.4% | $12,098-91.7% | $12,270-91.9% |