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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 | $422,507 | $126,661+233.6% | $113,397+272.6% | $138,895+204.2% |
| Participation rate | 41.2% | 79.4%-38.3pp | 76.5%-35.3pp | 79.9%-38.7pp |
| Annual return | 12.77% | 25.05%-12.3pp | 23.20%-10.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,740 | $3,456-49.6% | $2,977-41.5% | $4,194-58.5% |
| Participant deferral / active EE | $5,617 | $5,693-1.3% | $5,076+10.6% | $6,396-12.2% |
| Admin fee / account holder | $1,123 | $14,549-92.3% | $11,957-90.6% | $12,562-91.1% |