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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 | $339,596 | $100,970+236.3% | $96,576+251.6% | $137,256+147.4% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 18.60% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,491 | $3,809-8.4% | $3,553-1.8% | $4,156-16.0% |
| Participant deferral / active EE | $12,995 | $8,286+56.8% | $7,956+63.3% | $6,407+102.8% |
| Admin fee / account holder | $4,221 | $11,312-62.7% | $11,381-62.9% | $12,270-65.6% |