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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 | $320,420 | $68,681+366.5% | $86,615+269.9% | $85,847+273.2% |
| Participation rate | 23.1% | 66.4%-43.3pp | 71.6%-48.6pp | 69.3%-46.2pp |
| Annual return | 18.01% | 20.12%-2.1pp | 63.51%-45.5pp | 318.61%-300.6pp |
| Employer contribution / active EE | $680 | $1,880-63.8% | $2,496-72.8% | $2,565-73.5% |
| Participant deferral / active EE | $1,278 | $2,919-56.2% | $3,699-65.5% | $3,952-67.7% |
| Admin fee / account holder | $3,910 | $5,974-34.6% | $5,830-32.9% | $6,261-37.6% |