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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 | $338,993 | $155,555+117.9% | $146,866+130.8% | $155,188+118.4% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.5%-67.1pp | 80.8%-65.4pp |
| Annual return | 15.31% | 115.41%-100.1pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,242 | $4,647-73.3% | $4,425-71.9% | $4,248-70.8% |
| Participant deferral / active EE | $3,032 | $8,044-62.3% | $7,759-60.9% | $6,531-53.6% |
| Admin fee / account holder | $2,822 | $14,755-80.9% | $13,620-79.3% | $14,480-80.5% |