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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 | $267,581 | $115,225+132.2% | $100,712+165.7% | $138,895+92.6% |
| Participation rate | 58.8% | 74.3%-15.5pp | 69.3%-10.5pp | 79.9%-21.1pp |
| Annual return | 18.27% | 40.35%-22.1pp | 33.27%-15.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,874 | $4,699-60.1% | $4,085-54.1% | $6,396-70.7% |
| Admin fee / account holder | $5,630 | $10,844-48.1% | $9,256-39.2% | $12,562-55.2% |