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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 | $369,118 | $106,749+245.8% | $145,433+153.8% | $82,448+347.7% |
| Participation rate | 37.9% | 75.6%-37.7pp | 82.1%-44.2pp | 68.1%-30.1pp |
| Annual return | 19.24% | 27.59%-8.4pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,893 | $3,444-45.0% | $4,554-58.4% | $2,551-25.8% |
| Participant deferral / active EE | $7,935 | $6,519+21.7% | $7,897+0.5% | $4,139+91.7% |
| Admin fee / account holder | $1,292 | $8,390-84.6% | $13,129-90.2% | $7,234-82.1% |