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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 | $340,495 | $78,670+332.8% | $109,173+211.9% | $85,847+296.6% |
| Participation rate | 25.8% | 68.3%-42.5pp | 75.9%-50.1pp | 69.3%-43.5pp |
| Annual return | 11.58% | 25.09%-13.5pp | 25.75%-14.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $989 | $2,734-63.8% | $3,723-73.4% | $2,565-61.4% |
| Participant deferral / active EE | $2,109 | $3,467-39.2% | $4,654-54.7% | $3,952-46.6% |
| Admin fee / account holder | $3,338 | $5,469-39.0% | $6,755-50.6% | $6,261-46.7% |