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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 | $313,358 | $174,379+79.7% | $152,093+106.0% | $138,895+125.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.37% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,125 | $4,652-75.8% | $4,175-73.1% | $4,194-73.2% |
| Participant deferral / active EE | $16,438 | $6,159+166.9% | $5,451+201.5% | $6,396+157.0% |
| Admin fee / account holder | $1,251 | $16,880-92.6% | $14,497-91.4% | $12,562-90.0% |