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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 | $314,737 | $102,245+207.8% | $89,340+252.3% | $137,256+129.3% |
| Participation rate | 25.0% | 74.9%-49.9pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 15.38% | 21.89%-6.5pp | 20.57%-5.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,726 | $4,436-61.1% | $3,823-54.9% | $6,407-73.1% |
| Admin fee / account holder | $2,040 | $8,085-74.8% | $6,704-69.6% | $12,270-83.4% |