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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 | $385,733 | $112,729+242.2% | $98,716+290.8% | $137,256+181.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 10.66% | 38.48%-27.8pp | 31.81%-21.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,153 | $2,725-57.7% | $2,279-49.4% | $4,156-72.3% |
| Participant deferral / active EE | $17,375 | $4,640+274.4% | $4,048+329.3% | $6,407+171.2% |
| Admin fee / account holder | $5,383 | $10,129-46.9% | $8,703-38.1% | $12,270-56.1% |