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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 | $324,918 | $106,247+205.8% | $96,515+236.7% | $139,466+133.0% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 17.32% | 38.47%-21.1pp | 35.73%-18.4pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,956 | $4,106-52.4% | $3,740-47.7% | $4,754-58.9% |
| Participant deferral / active EE | $9,643 | $5,456+76.8% | $4,880+97.6% | $6,712+43.7% |
| Admin fee / account holder | $5,108 | $7,885-35.2% | $6,735-24.2% | $11,409-55.2% |