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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 | $534,022 | $124,980+327.3% | $108,359+392.8% | $154,746+245.1% |
| Participation rate | 38.9% | 75.2%-36.3pp | 70.1%-31.2pp | 80.7%-41.8pp |
| Annual return | 14.06% | 45.00%-30.9pp | 36.89%-22.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,226 | $2,851-57.0% | $2,399-48.9% | $4,379-72.0% |
| Participant deferral / active EE | $2,913 | $4,743-38.6% | $4,137-29.6% | $6,730-56.7% |
| Admin fee / account holder | $12,292 | $11,502+6.9% | $9,741+26.2% | $14,365-14.4% |