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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 | $299,359 | $223,823+33.7% | $211,142+41.8% | $154,746+93.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.23% | 50.39%-36.2pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,922 | $6,787-71.7% | $6,442-70.2% | $4,379-56.1% |
| Participant deferral / active EE | $17,733 | $9,750+81.9% | $9,284+91.0% | $6,730+163.5% |
| Admin fee / account holder | $4,204 | $19,707-78.7% | $19,076-78.0% | $14,365-70.7% |