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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 | $319,648 | $124,980+155.8% | $108,359+195.0% | $154,746+106.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 16.05% | 45.00%-28.9pp | 36.89%-20.8pp | 172.34%-156.3pp |
| Employer contribution / active EE | $4,383 | $2,851+53.8% | $2,399+82.7% | $4,379+0.1% |
| Participant deferral / active EE | $11,385 | $4,743+140.1% | $4,137+175.2% | $6,730+69.2% |
| Admin fee / account holder | $1,933 | $11,502-83.2% | $9,741-80.2% | $14,365-86.5% |