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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 | $313,458 | $76,407+310.2% | $150,298+108.6% | $82,448+280.2% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 15.50% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,117 | $2,614-57.3% | $4,154-73.1% | $2,551-56.2% |
| Participant deferral / active EE | $3,347 | $3,214+4.1% | $5,453-38.6% | $4,139-19.1% |
| Admin fee / account holder | $3,720 | $6,352-41.4% | $14,116-73.6% | $7,234-48.6% |