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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 | $285,857 | $114,712+149.2% | $173,730+64.5% | $87,485+226.8% |
| Participation rate | 39.4% | 73.0%-33.6pp | 79.6%-40.2pp | 68.9%-29.5pp |
| Annual return | 13.46% | 20.18%-6.7pp | 19.96%-6.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,045 | $2,904-64.0% | $4,577-77.2% | $2,596-59.7% |
| Participant deferral / active EE | $2,808 | $4,642-39.5% | $6,326-55.6% | $4,274-34.3% |
| Admin fee / account holder | $10,229 | $10,210+0.2% | $17,523-41.6% | $7,775+31.6% |