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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 | $308,142 | $172,111+79.0% | $150,298+105.0% | $137,256+124.5% |
| Participation rate | 11.1% | 81.7%-70.6pp | 77.8%-66.6pp | 80.0%-68.8pp |
| Annual return | 15.56% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,067 | $4,636-77.0% | $4,154-74.3% | $4,156-74.3% |
| Participant deferral / active EE | $2,667 | $6,166-56.8% | $5,453-51.1% | $6,407-58.4% |
| Admin fee / account holder | $2,655 | $16,471-83.9% | $14,116-81.2% | $12,270-78.4% |