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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 | $323,178 | $162,136+99.3% | $152,301+112.2% | $154,746+108.8% |
| Participation rate | 38.1% | 84.1%-46.0pp | 82.4%-44.4pp | 80.7%-42.6pp |
| Annual return | 15.73% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,216 | $4,890-75.1% | $4,624-73.7% | $4,379-72.2% |
| Participant deferral / active EE | $4,187 | $8,341-49.8% | $8,004-47.7% | $6,730-37.8% |
| Admin fee / account holder | $2,581 | $15,759-83.6% | $14,398-82.1% | $14,365-82.0% |