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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 | $291,883 | $108,825+168.2% | $156,181+86.9% | $82,448+254.0% |
| Participation rate | 35.9% | 72.4%-36.5pp | 78.8%-42.9pp | 68.1%-32.2pp |
| Annual return | 16.70% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,871 | $2,870-34.8% | $4,294-56.4% | $2,551-26.6% |
| Participant deferral / active EE | $3,755 | $4,577-18.0% | $6,132-38.8% | $4,139-9.3% |
| Admin fee / account holder | $862 | $9,341-90.8% | $14,586-94.1% | $7,234-88.1% |