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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 | $307,502 | $111,814+175.0% | $103,374+197.5% | $145,959+110.7% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 18.04% | 24.77%-6.7pp | 24.89%-6.8pp | 561.95%-543.9pp |
| Employer contribution / active EE | $1,834 | $4,214-56.5% | $3,869-52.6% | $4,661-60.7% |
| Participant deferral / active EE | $4,577 | $5,618-18.5% | $5,058-9.5% | $6,689-31.6% |
| Admin fee / account holder | $8,873 | $9,754-9.0% | $8,394+5.7% | $13,398-33.8% |