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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 | $338,248 | $172,111+96.5% | $150,298+125.1% | $137,256+146.4% |
| Participation rate | 38.5% | 81.7%-43.3pp | 77.8%-39.3pp | 80.0%-41.5pp |
| Annual return | 18.70% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,241 | $4,636-73.2% | $4,154-70.1% | $4,156-70.1% |
| Participant deferral / active EE | $3,450 | $6,166-44.0% | $5,453-36.7% | $6,407-46.1% |
| Admin fee / account holder | $4,720 | $16,471-71.3% | $14,116-66.6% | $12,270-61.5% |