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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 | $329,351 | $99,053+232.5% | $88,179+273.5% | $138,895+137.1% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.1%-13.6pp | 79.9%-24.4pp |
| Annual return | 12.63% | 78.17%-65.5pp | 64.97%-52.3pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,111 | $2,882-26.8% | $2,549-17.2% | $4,194-49.7% |
| Participant deferral / active EE | $5,659 | $5,225+8.3% | $4,614+22.6% | $6,396-11.5% |
| Admin fee / account holder | $7,078 | $8,748-19.1% | $7,673-7.8% | $12,562-43.7% |