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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 | $367,855 | $94,439+289.5% | $73,658+399.4% | $154,746+137.7% |
| Participation rate | 26.1% | 64.7%-38.6pp | 57.0%-31.0pp | 80.7%-54.6pp |
| Annual return | 17.59% | 28.25%-10.7pp | 29.72%-12.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $618 | $1,257-50.9% | $1,032-40.1% | $4,379-85.9% |
| Participant deferral / active EE | $2,636 | $2,527+4.3% | $2,062+27.8% | $6,730-60.8% |
| Admin fee / account holder | $3,230 | $3,843-16.0% | $3,357-3.8% | $14,365-77.5% |