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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 | $332,201 | $110,337+201.1% | $102,383+224.5% | $145,877+127.7% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 26.46% | 24.83%+1.6pp | 24.94%+1.5pp | 551.28%-524.8pp |
| Employer contribution / active EE | $1,348 | $4,216-68.0% | $3,870-65.2% | $4,663-71.1% |
| Participant deferral / active EE | $8,862 | $5,621+57.7% | $5,060+75.2% | $6,691+32.5% |
| Admin fee / account holder | $2,801 | $9,750-71.3% | $8,391-66.6% | $13,402-79.1% |