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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 | $377,553 | $77,574+386.7% | $108,753+247.2% | $86,983+334.1% |
| Participation rate | 40.9% | 62.3%-21.4pp | 71.1%-30.2pp | 69.5%-28.6pp |
| Annual return | 15.91% | 18.42%-2.5pp | 37.47%-21.6pp | 25.83%-9.9pp |
| Employer contribution / active EE | $533 | $1,611-66.9% | $2,427-78.0% | $2,584-79.4% |
| Participant deferral / active EE | $2,964 | $3,128-5.3% | $4,115-28.0% | $4,194-29.3% |
| Admin fee / account holder | $945 | $6,529-85.5% | $10,320-90.8% | $7,856-88.0% |