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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 | $302,568 | $162,136+86.6% | $152,301+98.7% | $154,746+95.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.17% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,169 | $4,890-35.2% | $4,624-31.5% | $4,379-27.6% |
| Participant deferral / active EE | $8,282 | $8,341-0.7% | $8,004+3.5% | $6,730+23.1% |
| Admin fee / account holder | $3,905 | $15,759-75.2% | $14,398-72.9% | $14,365-72.8% |