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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 | $425,701 | $172,111+147.3% | $150,298+183.2% | $137,256+210.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.63% | 69.37%-52.7pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,754 | $4,636-62.2% | $4,154-57.8% | $4,156-57.8% |
| Participant deferral / active EE | $12,843 | $6,166+108.3% | $5,453+135.5% | $6,407+100.5% |
| Admin fee / account holder | $21,643 | $16,471+31.4% | $14,116+53.3% | $12,270+76.4% |