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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 | $435,856 | $115,225+278.3% | $100,712+332.8% | $138,895+213.8% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 15.49% | 40.35%-24.9pp | 33.27%-17.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,118 | $2,771-59.7% | $2,313-51.7% | $4,194-73.3% |
| Participant deferral / active EE | $5,981 | $4,699+27.3% | $4,085+46.4% | $6,396-6.5% |
| Admin fee / account holder | $1,958 | $10,844-81.9% | $9,256-78.9% | $12,562-84.4% |