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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 | $303,695 | $112,729+169.4% | $98,716+207.6% | $137,256+121.3% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.3%-47.1pp | 80.0%-57.7pp |
| Annual return | 16.59% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,806 | $4,640+3.6% | $4,048+18.7% | $6,407-25.0% |
| Admin fee / account holder | $1,219 | $10,129-88.0% | $8,703-86.0% | $12,270-90.1% |