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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 | $325,448 | $124,980+160.4% | $108,359+200.3% | $154,746+110.3% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 17.78% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $776 | $2,851-72.8% | $2,399-67.7% | $4,379-82.3% |
| Participant deferral / active EE | $6,365 | $4,743+34.2% | $4,137+53.9% | $6,730-5.4% |
| Admin fee / account holder | $12,811 | $11,502+11.4% | $9,741+31.5% | $14,365-10.8% |