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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 | $406,347 | $172,111+136.1% | $150,298+170.4% | $137,256+196.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 13.07% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,398 | $4,636-69.8% | $4,154-66.3% | $4,156-66.4% |
| Participant deferral / active EE | $6,056 | $6,166-1.8% | $5,453+11.1% | $6,407-5.5% |
| Admin fee / account holder | $17,553 | $16,471+6.6% | $14,116+24.3% | $12,270+43.1% |