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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 | $315,863 | $71,353+342.7% | $92,805+240.4% | $86,983+263.1% |
| Participation rate | 51.9% | 80.9%-29.0pp | 83.5%-31.7pp | 69.5%-17.7pp |
| Annual return | 16.42% | 44.68%-28.3pp | 31.59%-15.2pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,265 | $6,966+4.3% | $8,448-14.0% | $4,194+73.2% |
| Admin fee / account holder | $11,443 | $6,099+87.6% | $10,911+4.9% | $7,856+45.7% |