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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 | $353,505 | $87,166+305.6% | $76,735+360.7% | $137,256+157.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 22.10% | 26.50%-4.4pp | 29.77%-7.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,840 | $2,904-36.6% | $2,454-25.0% | $4,156-55.7% |
| Participant deferral / active EE | $7,475 | $4,726+58.2% | $4,088+82.9% | $6,407+16.7% |
| Admin fee / account holder | $2,517 | $8,403-70.0% | $7,189-65.0% | $12,270-79.5% |