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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 | $346,623 | $67,894+410.5% | $89,340+288.0% | $82,448+320.4% |
| Participation rate | 19.7% | 64.0%-44.3pp | 69.6%-49.8pp | 68.1%-48.3pp |
| Annual return | 17.54% | 19.21%-1.7pp | 20.57%-3.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,005 | $1,828-45.0% | $2,231-54.9% | $2,551-60.6% |
| Participant deferral / active EE | $2,235 | $3,072-27.3% | $3,823-41.5% | $4,139-46.0% |
| Admin fee / account holder | $746 | $5,723-87.0% | $6,704-88.9% | $7,234-89.7% |