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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 | $316,992 | $112,729+181.2% | $98,716+221.1% | $137,256+130.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 16.91% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,811 | $2,725+3.1% | $2,279+23.4% | $4,156-32.4% |
| Participant deferral / active EE | $6,127 | $4,640+32.0% | $4,048+51.4% | $6,407-4.4% |
| Admin fee / account holder | $9,652 | $10,129-4.7% | $8,703+10.9% | $12,270-21.3% |