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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 | $320,669 | $199,109+61.1% | $173,730+84.6% | $154,746+107.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 12.08% | 20.02%-7.9pp | 19.96%-7.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,487 | $5,311-53.2% | $4,577-45.7% | $4,379-43.2% |
| Participant deferral / active EE | $6,445 | $7,113-9.4% | $6,326+1.9% | $6,730-4.2% |
| Admin fee / account holder | $3,114 | $20,916-85.1% | $17,523-82.2% | $14,365-78.3% |