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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 | $123,155+169.1% | $108,753+204.8% | $155,188+113.6% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 21.48% | 44.73%-23.2pp | 37.47%-16.0pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,184 | $2,811-57.9% | $2,427-51.2% | $4,248-72.1% |
| Participant deferral / active EE | $3,250 | $4,623-29.7% | $4,115-21.0% | $6,531-50.2% |
| Admin fee / account holder | $13,653 | $12,126+12.6% | $10,320+32.3% | $14,480-5.7% |