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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 | $341,761 | $112,729+203.2% | $98,716+246.2% | $137,256+149.0% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 11.73% | 38.48%-26.8pp | 31.81%-20.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,415 | $2,725-48.1% | $2,279-37.9% | $4,156-65.9% |
| Participant deferral / active EE | $4,409 | $4,640-5.0% | $4,048+8.9% | $6,407-31.2% |
| Admin fee / account holder | $6,515 | $10,129-35.7% | $8,703-25.1% | $12,270-46.9% |