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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 | $376,824 | $112,729+234.3% | $98,716+281.7% | $137,256+174.5% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.3%-51.1pp | 80.0%-61.8pp |
| Annual return | 17.50% | 38.48%-21.0pp | 31.81%-14.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $594 | $2,725-78.2% | $2,279-73.9% | $4,156-85.7% |
| Participant deferral / active EE | $5,636 | $4,640+21.5% | $4,048+39.3% | $6,407-12.0% |
| Admin fee / account holder | $4,297 | $10,129-57.6% | $8,703-50.6% | $12,270-65.0% |