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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 | $449,183 | $124,980+259.4% | $108,359+314.5% | $154,746+190.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 10.74% | 45.00%-34.3pp | 36.89%-26.2pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,183 | $2,851-58.5% | $2,399-50.7% | $4,379-73.0% |
| Participant deferral / active EE | $4,325 | $4,743-8.8% | $4,137+4.5% | $6,730-35.7% |
| Admin fee / account holder | $1,283 | $11,502-88.8% | $9,741-86.8% | $14,365-91.1% |