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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 | $116,167+236.1% | $64,489+505.5% | $137,256+184.5% |
| Participation rate | 36.4% | 68.2%-31.8pp | 67.7%-31.3pp | 80.0%-43.6pp |
| Annual return | 15.77% | 36.55%-20.8pp | 55.03%-39.3pp | 220.34%-204.6pp |
| Employer contribution / active EE | $485 | $2,483-80.5% | $1,523-68.2% | $4,156-88.3% |
| Participant deferral / active EE | $5,789 | $4,215+37.4% | $2,778+108.4% | $6,407-9.6% |
| Admin fee / account holder | $3,027 | $6,188-51.1% | $4,260-28.9% | $12,270-75.3% |