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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 | $324,469 | $154,228+110.4% | $145,433+123.1% | $137,256+136.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 17.93% | 74.59%-56.7pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,394 | $4,804-71.0% | $4,554-69.4% | $4,156-66.5% |
| Participant deferral / active EE | $5,286 | $8,216-35.7% | $7,897-33.1% | $6,407-17.5% |
| Admin fee / account holder | $1,301 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |