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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 | $323,626 | $124,425+160.1% | $112,040+188.8% | $137,256+135.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 21.54% | 24.72%-3.2pp | 24.52%-3.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,071 | $3,411-68.6% | $2,954-63.8% | $4,156-74.2% |
| Participant deferral / active EE | $8,734 | $5,718+52.7% | $5,098+71.3% | $6,407+36.3% |
| Admin fee / account holder | $638 | $15,207-95.8% | $12,098-94.7% | $12,270-94.8% |