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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 | $413,368 | $124,425+232.2% | $112,040+268.9% | $137,256+201.2% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.5%-56.5pp | 80.0%-60.0pp |
| Annual return | 15.27% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,544 | $3,411-54.7% | $2,954-47.7% | $4,156-62.8% |
| Participant deferral / active EE | $6,200 | $5,718+8.4% | $5,098+21.6% | $6,407-3.2% |
| Admin fee / account holder | $1,634 | $15,207-89.3% | $12,098-86.5% | $12,270-86.7% |