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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 | $256,797 | $83,898+206.1% | $133,346+92.6% | $94,015+173.1% |
| Participation rate | 48.1% | 63.4%-15.2pp | 72.8%-24.7pp | 70.8%-22.7pp |
| Annual return | 12.16% | 16.00%-3.8pp | 36.85%-24.7pp | 17.84%-5.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,647 | $3,245+74.0% | $4,332+30.3% | $4,249+32.9% |
| Admin fee / account holder | $4,492 | $7,809-42.5% | $14,264-68.5% | $8,951-49.8% |