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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 | $289,598 | $64,501+349.0% | $108,753+166.3% | $65,306+343.4% |
| Participation rate | 13.6% | 50.8%-37.2pp | 71.1%-57.5pp | 57.7%-44.1pp |
| Annual return | 17.44% | 21.09%-3.6pp | 37.47%-20.0pp | 21.94%-4.5pp |
| Employer contribution / active EE | $338 | $1,069-68.3% | $2,427-86.1% | $1,967-82.8% |
| Participant deferral / active EE | $1,478 | $2,401-38.4% | $4,115-64.1% | $2,959-50.1% |
| Admin fee / account holder | $17,002 | $4,971+242.0% | $10,320+64.8% | $3,480+388.6% |