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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 | $459,581 | $81,457+464.2% | $103,378+344.6% | $80,911+468.0% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.6%-36.9pp |
| Annual return | 10.59% | 25.58%-15.0pp | 24.91%-14.3pp | 35.63%-25.0pp |
| Employer contribution / active EE | $1,182 | $3,107-62.0% | $3,870-69.5% | $2,756-57.1% |
| Participant deferral / active EE | $3,298 | $3,871-14.8% | $5,058-34.8% | $4,297-23.3% |
| Admin fee / account holder | $4,849 | $6,717-27.8% | $8,401-42.3% | $6,935-30.1% |