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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 | $306,609 | $57,590+432.4% | $86,233+255.6% | $82,448+271.9% |
| Participation rate | 12.2% | 57.9%-45.7pp | 69.0%-56.8pp | 68.1%-55.9pp |
| Annual return | 17.14% | 22.41%-5.3pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $733 | $1,655-55.7% | $2,504-70.7% | $2,551-71.3% |
| Participant deferral / active EE | $1,369 | $3,080-55.5% | $4,559-70.0% | $4,139-66.9% |
| Admin fee / account holder | $4,176 | $4,730-11.7% | $8,342-49.9% | $7,234-42.3% |