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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 | $329,848 | $107,666+206.4% | $102,184+222.8% | $154,746+113.2% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 12.77% | 29.33%-16.6pp | 31.58%-18.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,464 | $3,846-35.9% | $3,594-31.4% | $4,379-43.7% |
| Participant deferral / active EE | $3,963 | $8,719-54.5% | $8,309-52.3% | $6,730-41.1% |
| Admin fee / account holder | $6,613 | $12,943-48.9% | $11,609-43.0% | $14,365-54.0% |