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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 | $394,825 | $172,111+129.4% | $150,298+162.7% | $137,256+187.7% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 18.56% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,438 | $4,636-69.0% | $4,154-65.4% | $4,156-65.4% |
| Participant deferral / active EE | $9,961 | $6,166+61.6% | $5,453+82.7% | $6,407+55.5% |
| Admin fee / account holder | $2,743 | $16,471-83.3% | $14,116-80.6% | $12,270-77.6% |