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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 | $395,625 | $124,980+216.5% | $108,359+265.1% | $154,746+155.7% |
| Participation rate | 28.6% | 75.2%-46.6pp | 70.1%-41.6pp | 80.7%-52.1pp |
| Annual return | 20.80% | 45.00%-24.2pp | 36.89%-16.1pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,264 | $2,851-55.7% | $2,399-47.3% | $4,379-71.1% |
| Participant deferral / active EE | $5,100 | $4,743+7.5% | $4,137+23.3% | $6,730-24.2% |
| Admin fee / account holder | $769 | $11,502-93.3% | $9,741-92.1% | $14,365-94.7% |