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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 | $472,722 | $115,225+310.3% | $100,712+369.4% | $138,895+240.3% |
| Participation rate | 36.4% | 74.3%-38.0pp | 69.3%-32.9pp | 79.9%-43.6pp |
| Annual return | 15.83% | 40.35%-24.5pp | 33.27%-17.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,206 | $2,771-56.5% | $2,313-47.9% | $4,194-71.3% |
| Participant deferral / active EE | $1,816 | $4,699-61.3% | $4,085-55.5% | $6,396-71.6% |
| Admin fee / account holder | $131,933 | $10,844+1116.7% | $9,256+1325.3% | $12,562+950.2% |