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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 | $330,485 | $228,352+44.7% | $185,835+77.8% | $158,966+107.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.05% | 40.81%-26.8pp | 35.96%-21.9pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,175 | $4,967-76.3% | $4,087-71.3% | $4,762-75.3% |
| Participant deferral / active EE | $3,969 | $6,416-38.1% | $5,633-29.5% | $5,983-33.7% |
| Admin fee / account holder | $2,308 | $11,867-80.6% | $9,502-75.7% | $11,250-79.5% |