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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 | $331,439 | $124,980+165.2% | $108,359+205.9% | $154,746+114.2% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 21.48% | 45.00%-23.5pp | 36.89%-15.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,184 | $2,851-58.5% | $2,399-50.7% | $4,379-73.0% |
| Participant deferral / active EE | $3,250 | $4,743-31.5% | $4,137-21.4% | $6,730-51.7% |
| Admin fee / account holder | $13,653 | $11,502+18.7% | $9,741+40.2% | $14,365-5.0% |