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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 | $81,233+312.1% | $155,567+115.2% | $80,874+313.9% |
| Participation rate | 28.1% | 66.2%-38.1pp | 78.2%-50.1pp | 67.6%-39.5pp |
| Annual return | 11.07% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,562 | $3,452+32.2% | $5,628-18.9% | $4,297+6.2% |
| Admin fee / account holder | $15,114 | $7,998+89.0% | $15,916-5.0% | $6,935+117.9% |