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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 | $323,653 | $182,442+77.4% | $163,379+98.1% | $138,895+133.0% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.8%-21.3pp | 79.9%-24.4pp |
| Annual return | 16.62% | 72.74%-56.1pp | 63.41%-46.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,732 | $4,159-58.4% | $3,752-53.8% | $4,194-58.7% |
| Participant deferral / active EE | $3,795 | $6,817-44.3% | $6,282-39.6% | $6,396-40.7% |
| Admin fee / account holder | $3,432 | $10,396-67.0% | $9,818-65.0% | $12,562-72.7% |