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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 | $312,760 | $201,264+55.4% | $184,185+69.8% | $145,978+114.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 12.96% | 29.00%-16.0pp | 28.81%-15.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $2,725 | $7,021-61.2% | $6,426-57.6% | $4,662-41.5% |
| Participant deferral / active EE | $7,604 | $9,806-22.5% | $9,132-16.7% | $6,690+13.7% |
| Admin fee / account holder | $6,894 | $16,376-57.9% | $13,909-50.4% | $13,400-48.6% |