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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 | $328,759 | $80,983+306.0% | $96,544+240.5% | $75,177+337.3% |
| Participation rate | 28.6% | 71.8%-43.2pp | 76.0%-47.4pp | 67.2%-38.6pp |
| Annual return | 23.70% | 27.05%-3.4pp | 25.88%-2.2pp | 160.75%-137.0pp |
| Employer contribution / active EE | $1,501 | $2,282-34.3% | $2,966-49.4% | $2,671-43.8% |
| Participant deferral / active EE | $3,691 | $3,929-6.1% | $4,851-23.9% | $4,126-10.6% |
| Admin fee / account holder | $33,839 | $6,717+403.8% | $8,254+310.0% | $5,651+498.8% |