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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 | $314,677 | $58,848+434.7% | $88,179+256.9% | $82,637+280.8% |
| Participation rate | 13.3% | 57.9%-44.6pp | 69.1%-55.8pp | 68.1%-54.7pp |
| Annual return | 16.16% | 22.76%-6.6pp | 64.97%-48.8pp | 53.51%-37.3pp |
| Employer contribution / active EE | $721 | $1,678-57.0% | $2,549-71.7% | $2,552-71.8% |
| Participant deferral / active EE | $3,337 | $3,124+6.8% | $4,614-27.7% | $4,126-19.1% |
| Admin fee / account holder | $20,422 | $4,795+325.9% | $7,673+166.2% | $7,339+178.3% |