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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 | $293,789 | $185,312+58.5% | $161,489+81.9% | $154,746+89.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 17.78% | 103.84%-86.1pp | 89.72%-71.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,075 | $4,769-56.5% | $4,268-51.4% | $4,379-52.6% |
| Participant deferral / active EE | $4,750 | $6,350-25.2% | $5,630-15.6% | $6,730-29.4% |
| Admin fee / account holder | $3,135 | $18,654-83.2% | $16,006-80.4% | $14,365-78.2% |