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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 | $462,918 | $210,908+119.5% | $153,643+201.3% | $145,884+217.3% |
| Participation rate | 38.5% | 82.1%-43.7pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 15.70% | 13.46%+2.2pp | 15.71%0pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,749 | $6,055-71.1% | $5,039-65.3% | $4,662-62.5% |
| Participant deferral / active EE | $3,714 | $7,976-53.4% | $6,754-45.0% | $6,690-44.5% |
| Admin fee / account holder | $3,565 | $19,477-81.7% | $12,739-72.0% | $13,392-73.4% |