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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 | $346,549 | $212,777+62.9% | $173,703+99.5% | $198,609+74.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 75.9%-9.2pp | 82.4%-15.7pp |
| Annual return | 12.33% | 18.82%-6.5pp | 17.46%-5.1pp | 202.70%-190.4pp |
| Employer contribution / active EE | $6,541 | $5,214+25.5% | $4,288+52.6% | $5,055+29.4% |
| Participant deferral / active EE | $13,467 | $5,697+136.4% | $4,854+177.4% | $6,977+93.0% |
| Admin fee / account holder | $7,549 | $19,536-61.4% | $15,562-51.5% | $19,030-60.3% |