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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 | $372,884 | $100,970+269.3% | $96,576+286.1% | $137,256+171.7% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 18.23% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,393 | $3,809-37.2% | $3,553-32.6% | $4,156-42.4% |
| Participant deferral / active EE | $11,708 | $8,286+41.3% | $7,956+47.2% | $6,407+82.7% |
| Admin fee / account holder | $5,905 | $11,312-47.8% | $11,381-48.1% | $12,270-51.9% |