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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 | $318,813 | $88,996+258.2% | $78,004+308.7% | $138,895+129.5% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.4%-12.3pp | 79.9%-22.8pp |
| Annual return | 23.29% | 28.03%-4.7pp | 31.07%-7.8pp | 145.39%-122.1pp |
| Employer contribution / active EE | $1,158 | $2,917-60.3% | $2,469-53.1% | $4,194-72.4% |
| Participant deferral / active EE | $3,768 | $4,724-20.2% | $4,092-7.9% | $6,396-41.1% |
| Admin fee / account holder | $935 | $8,807-89.4% | $7,578-87.7% | $12,562-92.6% |