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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 | $348,582 | $136,860+154.7% | $120,344+189.7% | $154,746+125.3% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 19.64% | 21.38%-1.7pp | 20.30%-0.7pp | 172.34%-152.7pp |
| Employer contribution / active EE | $914 | $3,533-74.1% | $3,020-69.7% | $4,379-79.1% |
| Participant deferral / active EE | $4,654 | $5,793-19.7% | $5,135-9.4% | $6,730-30.8% |
| Admin fee / account holder | $1,473 | $15,393-90.4% | $12,742-88.4% | $14,365-89.7% |