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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 | $350,660 | $178,174+96.8% | $156,181+124.5% | $137,256+155.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 12.01% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,428 | $4,972-51.2% | $4,294-43.5% | $4,156-41.6% |
| Participant deferral / active EE | $2,988 | $6,888-56.6% | $6,132-51.3% | $6,407-53.4% |
| Admin fee / account holder | $1,991 | $17,404-88.6% | $14,586-86.4% | $12,270-83.8% |