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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 | $408,240 | $96,956+321.1% | $69,779+485.0% | $273,972+49.0% |
| Participation rate | 28.6% | 77.1%-48.5pp | 71.8%-43.3pp | 83.0%-54.4pp |
| Annual return | 5.22% | 12.93%-7.7pp | 12.99%-7.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,271 | $3,316-31.5% | $2,338-2.9% | $4,869-53.3% |
| Participant deferral / active EE | $3,429 | $3,744-8.4% | $2,931+17.0% | $5,287-35.2% |
| Admin fee / account holder | $14,107 | $7,934+77.8% | $4,381+222.0% | $10,133+39.2% |