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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 | $336,595 | $124,425+170.5% | $112,040+200.4% | $137,256+145.2% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.5%-23.6pp | 80.0%-27.0pp |
| Annual return | 17.48% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,836 | $3,411-46.2% | $2,954-37.8% | $4,156-55.8% |
| Participant deferral / active EE | $3,381 | $5,718-40.9% | $5,098-33.7% | $6,407-47.2% |
| Admin fee / account holder | $10,441 | $15,207-31.3% | $12,098-13.7% | $12,270-14.9% |