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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 | $303,387 | $139,948+116.8% | $121,663+149.4% | $154,746+96.1% |
| Participation rate | 38.5% | 78.0%-39.5pp | 74.5%-36.0pp | 80.7%-42.2pp |
| Annual return | 14.88% | 230.52%-215.6pp | 147.54%-132.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,441 | $3,521-59.1% | $3,020-52.3% | $4,379-67.1% |
| Participant deferral / active EE | $6,877 | $5,629+22.2% | $4,887+40.7% | $6,730+2.2% |
| Admin fee / account holder | $2,650 | $17,321-84.7% | $14,289-81.5% | $14,365-81.6% |