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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 | $339,166 | $112,729+200.9% | $98,716+243.6% | $137,256+147.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 10.13% | 38.48%-28.4pp | 31.81%-21.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,988 | $2,725-27.0% | $2,279-12.7% | $4,156-52.2% |
| Participant deferral / active EE | $3,612 | $4,640-22.2% | $4,048-10.8% | $6,407-43.6% |
| Admin fee / account holder | $10,570 | $10,129+4.4% | $8,703+21.5% | $12,270-13.9% |