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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 | $272,485 | $112,729+141.7% | $98,716+176.0% | $137,256+98.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 19.00% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,309 | $2,725-52.0% | $2,279-42.6% | $4,156-68.5% |
| Participant deferral / active EE | $1,730 | $4,640-62.7% | $4,048-57.2% | $6,407-73.0% |
| Admin fee / account holder | $3,558 | $10,129-64.9% | $8,703-59.1% | $12,270-71.0% |