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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 | $304,291 | $57,590+428.4% | $86,233+252.9% | $82,448+269.1% |
| Participation rate | 53.8% | 57.9%-4.0pp | 69.0%-15.2pp | 68.1%-14.2pp |
| Annual return | 14.15% | 22.41%-8.3pp | 61.39%-47.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,559 | $3,080+145.4% | $4,559+65.8% | $4,139+82.6% |
| Admin fee / account holder | $8,400 | $4,730+77.6% | $8,342+0.7% | $7,234+16.1% |