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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 | $294,848 | $106,749+176.2% | $145,433+102.7% | $82,448+257.6% |
| Participation rate | 31.4% | 75.6%-44.2pp | 82.1%-50.7pp | 68.1%-36.6pp |
| Annual return | 15.71% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,461 | $3,444-57.6% | $4,554-67.9% | $2,551-42.7% |
| Participant deferral / active EE | $4,009 | $6,519-38.5% | $7,897-49.2% | $4,139-3.2% |
| Admin fee / account holder | $7,691 | $8,390-8.3% | $13,129-41.4% | $7,234+6.3% |