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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 | $305,660 | $97,125+214.7% | $86,233+254.5% | $137,256+122.7% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 16.51% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,996 | $2,841-29.8% | $2,504-20.3% | $4,156-52.0% |
| Participant deferral / active EE | $8,321 | $5,180+60.7% | $4,559+82.5% | $6,407+29.9% |
| Admin fee / account holder | $1,183 | $9,725-87.8% | $8,342-85.8% | $12,270-90.4% |