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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 | $359,185 | $174,379+106.0% | $152,093+136.2% | $138,895+158.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 19.78% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,371 | $4,652-70.5% | $4,175-67.2% | $4,194-67.3% |
| Participant deferral / active EE | $4,122 | $6,159-33.1% | $5,451-24.4% | $6,396-35.6% |
| Admin fee / account holder | $6,962 | $16,880-58.8% | $14,497-52.0% | $12,562-44.6% |