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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 | $436,343 | $162,812+168.0% | $133,971+225.7% | $158,966+174.5% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 12.77% | 41.94%-29.2pp | 45.09%-32.3pp | 302.95%-290.2pp |
| Employer contribution / active EE | $1,390 | $4,976-72.1% | $3,919-64.5% | $4,762-70.8% |
| Participant deferral / active EE | $5,709 | $5,910-3.4% | $5,047+13.1% | $5,983-4.6% |
| Admin fee / account holder | $3,466 | $11,741-70.5% | $8,929-61.2% | $11,250-69.2% |