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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 | $310,121 | $114,712+170.3% | $173,730+78.5% | $87,485+254.5% |
| Participation rate | 60.0% | 73.0%-13.0pp | 79.6%-19.6pp | 68.9%-8.9pp |
| Annual return | 13.59% | 20.18%-6.6pp | 19.96%-6.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,256 | $4,642+13.2% | $6,326-16.9% | $4,274+23.0% |
| Admin fee / account holder | $3,384 | $10,210-66.9% | $17,523-80.7% | $7,775-56.5% |