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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 | $352,905 | $199,109+77.2% | $173,730+103.1% | $154,746+128.1% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.6%-42.1pp | 80.7%-43.2pp |
| Annual return | 19.11% | 20.02%-0.9pp | 19.96%-0.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,461 | $5,311-53.7% | $4,577-46.2% | $4,379-43.8% |
| Participant deferral / active EE | $8,282 | $7,113+16.4% | $6,326+30.9% | $6,730+23.1% |
| Admin fee / account holder | $13,487 | $20,916-35.5% | $17,523-23.0% | $14,365-6.1% |