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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 | $299,837 | $172,111+74.2% | $150,298+99.5% | $137,256+118.5% |
| Participation rate | 14.3% | 81.7%-67.4pp | 77.8%-63.5pp | 80.0%-65.7pp |
| Annual return | 19.72% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $903 | $4,636-80.5% | $4,154-78.3% | $4,156-78.3% |
| Participant deferral / active EE | $3,214 | $6,166-47.9% | $5,453-41.1% | $6,407-49.8% |
| Admin fee / account holder | $1,240 | $16,471-92.5% | $14,116-91.2% | $12,270-89.9% |