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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 | $380,807 | $223,823+70.1% | $211,142+80.4% | $154,746+146.1% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 13.41% | 50.39%-37.0pp | 46.84%-33.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,768 | $6,787-74.0% | $6,442-72.6% | $4,379-59.6% |
| Participant deferral / active EE | $8,567 | $9,750-12.1% | $9,284-7.7% | $6,730+27.3% |
| Admin fee / account holder | $2,287 | $19,707-88.4% | $19,076-88.0% | $14,365-84.1% |