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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 | $350,243 | $172,111+103.5% | $150,298+133.0% | $137,256+155.2% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 21.67% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,143 | $4,636-53.8% | $4,154-48.4% | $4,156-48.4% |
| Participant deferral / active EE | $6,197 | $6,166+0.5% | $5,453+13.7% | $6,407-3.3% |
| Admin fee / account holder | $2,511 | $16,471-84.8% | $14,116-82.2% | $12,270-79.5% |