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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 | $396,161 | $172,111+130.2% | $150,298+163.6% | $137,256+188.6% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 14.56% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,638 | $4,636-64.7% | $4,154-60.6% | $4,156-60.6% |
| Participant deferral / active EE | $4,108 | $6,166-33.4% | $5,453-24.7% | $6,407-35.9% |
| Admin fee / account holder | $1,846 | $16,471-88.8% | $14,116-86.9% | $12,270-85.0% |