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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 | $263,947 | $172,111+53.4% | $150,298+75.6% | $137,256+92.3% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 21.24% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $919 | $4,636-80.2% | $4,154-77.9% | $4,156-77.9% |
| Participant deferral / active EE | $3,098 | $6,166-49.7% | $5,453-43.2% | $6,407-51.6% |
| Admin fee / account holder | $951 | $16,471-94.2% | $14,116-93.3% | $12,270-92.3% |