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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 | $317,941 | $146,267+117.4% | $197,124+61.3% | $82,448+285.6% |
| Participation rate | 27.9% | 84.0%-56.1pp | 86.7%-58.8pp | 68.1%-40.2pp |
| Annual return | 15.41% | 29.61%-14.2pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,211 | $7,035-54.4% | $9,135-64.9% | $4,139-22.4% |
| Admin fee / account holder | $16,628 | $14,422+15.3% | $16,298+2.0% | $7,234+129.9% |