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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 | $294,908 | $116,167+153.9% | $64,489+357.3% | $137,256+114.9% |
| Participation rate | 53.3% | 68.2%-14.9pp | 67.7%-14.4pp | 80.0%-26.6pp |
| Annual return | 12.16% | 36.55%-24.4pp | 55.03%-42.9pp | 220.34%-208.2pp |
| Employer contribution / active EE | $946 | $2,483-61.9% | $1,523-37.9% | $4,156-77.2% |
| Participant deferral / active EE | $3,527 | $4,215-16.3% | $2,778+27.0% | $6,407-44.9% |
| Admin fee / account holder | $1,390 | $6,188-77.5% | $4,260-67.4% | $12,270-88.7% |