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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 | $393,088 | $124,980+214.5% | $108,359+262.8% | $154,746+154.0% |
| Participation rate | 38.5% | 75.2%-36.7pp | 70.1%-31.7pp | 80.7%-42.2pp |
| Annual return | 9.32% | 45.00%-35.7pp | 36.89%-27.6pp | 172.34%-163.0pp |
| Employer contribution / active EE | $1,260 | $2,851-55.8% | $2,399-47.5% | $4,379-71.2% |
| Participant deferral / active EE | $6,122 | $4,743+29.1% | $4,137+48.0% | $6,730-9.0% |
| Admin fee / account holder | $4,405 | $11,502-61.7% | $9,741-54.8% | $14,365-69.3% |