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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 | $308,483 | $107,666+186.5% | $102,184+201.9% | $154,746+99.3% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 15.89% | 29.33%-13.4pp | 31.58%-15.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $507 | $3,846-86.8% | $3,594-85.9% | $4,379-88.4% |
| Participant deferral / active EE | $6,697 | $8,719-23.2% | $8,309-19.4% | $6,730-0.5% |
| Admin fee / account holder | $3,378 | $12,943-73.9% | $11,609-70.9% | $14,365-76.5% |