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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 | $124,980+261.2% | $108,359+316.6% | $154,746+191.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 20.12% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.2pp |
| Employer contribution / active EE | $789 | $2,851-72.3% | $2,399-67.1% | $4,379-82.0% |
| Participant deferral / active EE | $4,186 | $4,743-11.8% | $4,137+1.2% | $6,730-37.8% |
| Admin fee / account holder | $3,146 | $11,502-72.7% | $9,741-67.7% | $14,365-78.1% |