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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 | $338,170 | $81,664+314.1% | $70,476+379.8% | $158,966+112.7% |
| Participation rate | 30.8% | 77.7%-47.0pp | 75.1%-44.3pp | 82.0%-51.2pp |
| Annual return | 12.62% | 208.59%-196.0pp | 109.12%-96.5pp | 302.95%-290.3pp |
| Employer contribution / active EE | $706 | $3,219-78.1% | $2,738-74.2% | $4,762-85.2% |
| Participant deferral / active EE | $4,045 | $4,556-11.2% | $3,710+9.0% | $5,983-32.4% |
| Admin fee / account holder | $2,118 | $6,197-65.8% | $3,847-44.9% | $11,250-81.2% |