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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 | $389,692 | $138,312+181.7% | $122,979+216.9% | $155,188+151.1% |
| Participation rate | 28.6% | 80.2%-51.6pp | 77.2%-48.6pp | 80.8%-52.2pp |
| Annual return | 14.32% | 22.06%-7.7pp | 20.12%-5.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $3,273 | $3,530-7.3% | $3,062+6.9% | $4,248-23.0% |
| Participant deferral / active EE | $4,512 | $5,592-19.3% | $5,003-9.8% | $6,531-30.9% |
| Admin fee / account holder | $3,985 | $15,089-73.6% | $12,864-69.0% | $14,480-72.5% |