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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 | $383,456 | $138,312+177.2% | $122,979+211.8% | $155,188+147.1% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 19.45% | 22.06%-2.6pp | 20.12%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,086 | $3,530-40.9% | $3,062-31.9% | $4,248-50.9% |
| Participant deferral / active EE | $6,525 | $5,592+16.7% | $5,003+30.4% | $6,531-0.1% |
| Admin fee / account holder | $18,325 | $15,089+21.4% | $12,864+42.4% | $14,480+26.6% |