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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 | $315,456 | $136,860+130.5% | $120,344+162.1% | $154,746+103.9% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 8.99% | 21.38%-12.4pp | 20.30%-11.3pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,161 | $3,533-67.1% | $3,020-61.5% | $4,379-73.5% |
| Participant deferral / active EE | $3,460 | $5,793-40.3% | $5,135-32.6% | $6,730-48.6% |
| Admin fee / account holder | $4,500 | $15,393-70.8% | $12,742-64.7% | $14,365-68.7% |