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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 | $311,513 | $77,814+300.3% | $158,223+96.9% | $86,983+258.1% |
| Participation rate | 18.6% | 68.4%-49.8pp | 79.2%-60.6pp | 69.5%-50.9pp |
| Annual return | 12.45% | 30.54%-18.1pp | 52.09%-39.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $988 | $2,592-61.9% | $4,109-75.9% | $2,584-61.8% |
| Participant deferral / active EE | $3,480 | $3,270+6.4% | $5,467-36.4% | $4,194-17.0% |
| Admin fee / account holder | $36,346 | $5,879+518.2% | $16,047+126.5% | $7,856+362.7% |