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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 | $351,717 | $155,555+126.1% | $146,866+139.5% | $155,188+126.6% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 18.74% | 115.41%-96.7pp | 102.85%-84.1pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,600 | $4,647-65.6% | $4,425-63.8% | $4,248-62.3% |
| Participant deferral / active EE | $4,701 | $8,044-41.6% | $7,759-39.4% | $6,531-28.0% |
| Admin fee / account holder | $30,866 | $14,755+109.2% | $13,620+126.6% | $14,480+113.2% |