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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 | $123,155+159.5% | $108,753+193.9% | $155,188+106.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 16.05% | 44.73%-28.7pp | 37.47%-21.4pp | 148.84%-132.8pp |
| Employer contribution / active EE | $4,383 | $2,811+55.9% | $2,427+80.6% | $4,248+3.2% |
| Participant deferral / active EE | $11,385 | $4,623+146.3% | $4,115+176.7% | $6,531+74.3% |
| Admin fee / account holder | $1,933 | $12,126-84.1% | $10,320-81.3% | $14,480-86.6% |