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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 | $334,731 | $81,276+311.8% | $155,574+115.2% | $80,925+313.6% |
| Participation rate | 28.1% | 66.2%-38.1pp | 78.2%-50.1pp | 67.7%-39.5pp |
| Annual return | 11.07% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,562 | $3,453+32.1% | $5,629-19.0% | $4,299+6.1% |
| Admin fee / account holder | $15,114 | $7,993+89.1% | $15,914-5.0% | $6,940+117.8% |