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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 | $399,082 | $184,014+116.9% | $161,149+147.6% | $138,895+187.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 14.52% | 21.52%-7.0pp | 21.16%-6.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,875 | $5,055-62.9% | $4,360-57.0% | $4,194-55.3% |
| Participant deferral / active EE | $5,400 | $6,909-21.8% | $6,153-12.2% | $6,396-15.6% |
| Admin fee / account holder | $1,770 | $18,027-90.2% | $15,194-88.4% | $12,562-85.9% |