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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 | $307,407 | $76,367+302.5% | $93,614+228.4% | $72,983+321.2% |
| Participation rate | 31.7% | 71.7%-40.0pp | 75.8%-44.1pp | 69.5%-37.8pp |
| Annual return | 18.25% | 25.82%-7.6pp | 32.76%-14.5pp | 81.01%-62.8pp |
| Employer contribution / active EE | $4,086 | $2,275+79.6% | $2,718+50.3% | $2,440+67.5% |
| Participant deferral / active EE | $2,661 | $3,538-24.8% | $4,069-34.6% | $3,608-26.2% |
| Admin fee / account holder | $324 | $6,838-95.3% | $7,889-95.9% | $5,124-93.7% |