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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 | $254,279 | $172,111+47.7% | $150,298+69.2% | $137,256+85.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 16.50% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,017 | $4,636-78.1% | $4,154-75.5% | $4,156-75.5% |
| Participant deferral / active EE | $3,143 | $6,166-49.0% | $5,453-42.4% | $6,407-50.9% |
| Admin fee / account holder | $3,302 | $16,471-80.0% | $14,116-76.6% | $12,270-73.1% |