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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 | $335,504 | $162,136+106.9% | $152,301+120.3% | $154,746+116.8% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 16.30% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,046 | $4,890-58.2% | $4,624-55.8% | $4,379-53.3% |
| Participant deferral / active EE | $6,629 | $8,341-20.5% | $8,004-17.2% | $6,730-1.5% |
| Admin fee / account holder | $13,794 | $15,759-12.5% | $14,398-4.2% | $14,365-4.0% |