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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 | $451,458 | $112,729+300.5% | $98,716+357.3% | $137,256+228.9% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 20.12% | 38.48%-18.4pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $789 | $2,725-71.1% | $2,279-65.4% | $4,156-81.0% |
| Participant deferral / active EE | $4,186 | $4,640-9.8% | $4,048+3.4% | $6,407-34.7% |
| Admin fee / account holder | $3,146 | $10,129-68.9% | $8,703-63.9% | $12,270-74.4% |