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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 | $325,442 | $106,267+206.3% | $96,520+237.2% | $139,456+133.4% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 19.79% | 38.45%-18.7pp | 35.72%-15.9pp | 373.45%-353.7pp |
| Employer contribution / active EE | $1,736 | $4,105-57.7% | $3,739-53.6% | $4,753-63.5% |
| Participant deferral / active EE | $12,621 | $5,454+131.4% | $4,879+158.7% | $6,711+88.0% |
| Admin fee / account holder | $45,415 | $7,882+476.2% | $6,733+574.5% | $11,407+298.1% |