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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 | $366,686 | $76,407+379.9% | $150,298+144.0% | $82,448+344.7% |
| Participation rate | 37.5% | 66.4%-28.9pp | 77.8%-40.3pp | 68.1%-30.6pp |
| Annual return | 22.53% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,048 | $2,614-59.9% | $4,154-74.8% | $2,551-58.9% |
| Participant deferral / active EE | $3,630 | $3,214+12.9% | $5,453-33.4% | $4,139-12.3% |
| Admin fee / account holder | $852 | $6,352-86.6% | $14,116-94.0% | $7,234-88.2% |