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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 | $177,156+95.6% | $147,027+135.7% | $154,746+123.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 12.33% | 21.94%-9.6pp | 20.23%-7.9pp | 172.34%-160.0pp |
| Employer contribution / active EE | $6,541 | $4,336+50.8% | $3,626+80.4% | $4,379+49.4% |
| Participant deferral / active EE | $13,467 | $5,797+132.3% | $4,933+173.0% | $6,730+100.1% |
| Admin fee / account holder | $7,549 | $14,904-49.4% | $12,223-38.2% | $14,365-47.5% |