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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 | $339,088 | $172,111+97.0% | $150,298+125.6% | $137,256+147.0% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 14.04% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,939 | $4,636-15.0% | $4,154-5.2% | $4,156-5.2% |
| Participant deferral / active EE | $6,321 | $6,166+2.5% | $5,453+15.9% | $6,407-1.3% |
| Admin fee / account holder | $18,537 | $16,471+12.5% | $14,116+31.3% | $12,270+51.1% |