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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 | $256,129 | $123,155+108.0% | $108,753+135.5% | $155,188+65.0% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 11.20% | 44.73%-33.5pp | 37.47%-26.3pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,363 | $4,623-27.3% | $4,115-18.3% | $6,531-48.5% |
| Admin fee / account holder | $6,467 | $12,126-46.7% | $10,320-37.3% | $14,480-55.3% |