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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 | $364,787 | $92,219+295.6% | $76,767+375.2% | $135,380+169.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | 6.59% | 5.46%+1.1pp | 2.43%+4.2pp | 519.81%-513.2pp |
| Employer contribution / active EE | $1,053 | $3,216-67.3% | $2,485-57.6% | $4,779-78.0% |
| Participant deferral / active EE | $7,421 | $4,508+64.6% | $3,852+92.7% | $5,609+32.3% |
| Admin fee / account holder | $11,975 | $10,749+11.4% | $6,675+79.4% | $10,828+10.6% |