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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 | $185,141+87.2% | $153,416+125.9% | $155,188+123.3% |
| Participation rate | 66.7% | 79.9%-13.3pp | 74.3%-7.7pp | 80.8%-14.1pp |
| Annual return | 12.33% | 18.72%-6.4pp | 17.84%-5.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $6,541 | $4,489+45.7% | $3,764+73.8% | $4,248+54.0% |
| Participant deferral / active EE | $13,467 | $5,477+145.9% | $4,723+185.1% | $6,531+106.2% |
| Admin fee / account holder | $7,549 | $16,005-52.8% | $13,095-42.4% | $14,480-47.9% |