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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 | $132,099+129.7% | $115,599+162.4% | $138,895+118.4% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.3%-35.8pp | 79.9%-41.5pp |
| Annual return | 14.88% | 176.76%-161.9pp | 111.10%-96.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,441 | $3,416-57.8% | $2,955-51.2% | $4,194-65.6% |
| Participant deferral / active EE | $6,877 | $5,617+22.4% | $4,889+40.7% | $6,396+7.5% |
| Admin fee / account holder | $2,650 | $15,650-83.1% | $12,841-79.4% | $12,562-78.9% |