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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 | $307,410 | $135,956+126.1% | $123,894+148.1% | $273,972+12.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 4.90% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,357 | $5,170-73.7% | $4,617-70.6% | $4,869-72.1% |
| Participant deferral / active EE | $9,642 | $6,343+52.0% | $5,984+61.1% | $5,287+82.4% |
| Admin fee / account holder | $12,180 | $9,817+24.1% | $8,357+45.7% | $10,133+20.2% |