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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 | $313,979 | $223,823+40.3% | $211,142+48.7% | $154,746+102.9% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 12.40% | 50.39%-38.0pp | 46.84%-34.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,100 | $6,787-69.1% | $6,442-67.4% | $4,379-52.0% |
| Participant deferral / active EE | $17,375 | $9,750+78.2% | $9,284+87.1% | $6,730+158.2% |
| Admin fee / account holder | $1,230 | $19,707-93.8% | $19,076-93.6% | $14,365-91.4% |