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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 | $450,919 | $76,834+486.9% | $108,359+316.1% | $87,485+415.4% |
| Participation rate | 20.0% | 61.7%-41.7pp | 70.1%-50.1pp | 68.9%-48.9pp |
| Annual return | 15.19% | 19.09%-3.9pp | 36.89%-21.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,714 | $1,556+10.1% | $2,399-28.6% | $2,596-34.0% |
| Participant deferral / active EE | $3,010 | $3,100-2.9% | $4,137-27.2% | $4,274-29.6% |
| Admin fee / account holder | $2,419 | $6,537-63.0% | $9,741-75.2% | $7,775-68.9% |