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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 | $390,477 | $151,427+157.9% | $112,860+246.0% | $154,746+152.3% |
| Participation rate | 36.4% | 69.1%-32.8pp | 66.3%-30.0pp | 80.7%-44.3pp |
| Annual return | 15.77% | 30.95%-15.2pp | 35.26%-19.5pp | 172.34%-156.6pp |
| Employer contribution / active EE | $485 | $2,750-82.4% | $2,206-78.0% | $4,379-88.9% |
| Participant deferral / active EE | $5,789 | $4,285+35.1% | $3,493+65.7% | $6,730-14.0% |
| Admin fee / account holder | $3,027 | $7,369-58.9% | $6,841-55.7% | $14,365-78.9% |