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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 | $288,454 | $90,400+219.1% | $186,193+54.9% | $87,485+229.7% |
| Participation rate | 34.4% | 66.2%-31.8pp | 77.1%-42.7pp | 68.9%-34.6pp |
| Annual return | 14.99% | 22.15%-7.2pp | 78.03%-63.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,971 | $4,330+14.8% | $6,513-23.7% | $4,274+16.3% |
| Admin fee / account holder | $534 | $8,673-93.8% | $11,058-95.2% | $7,775-93.1% |