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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 | $386,309 | $112,729+242.7% | $98,716+291.3% | $137,256+181.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.37% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,359 | $2,725+23.2% | $2,279+47.4% | $4,156-19.2% |
| Participant deferral / active EE | $7,056 | $4,640+52.1% | $4,048+74.3% | $6,407+10.1% |
| Admin fee / account holder | $2,403 | $10,129-76.3% | $8,703-72.4% | $12,270-80.4% |