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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 | $299,392 | $97,765+206.2% | $103,486+189.3% | $145,884+105.2% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.5%-11.3pp | 80.3%-11.1pp |
| Annual return | 10.86% | 25.44%-14.6pp | 23.93%-13.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,546 | $4,687-45.7% | $4,679-45.6% | $4,662-45.4% |
| Participant deferral / active EE | $11,647 | $6,606+76.3% | $6,628+75.7% | $6,690+74.1% |
| Admin fee / account holder | $2,640 | $12,505-78.9% | $9,354-71.8% | $13,392-80.3% |