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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 | $374,409 | $154,228+142.8% | $145,433+157.4% | $137,256+172.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 13.57% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,648 | $4,804-65.7% | $4,554-63.8% | $4,156-60.3% |
| Participant deferral / active EE | $5,221 | $8,216-36.5% | $7,897-33.9% | $6,407-18.5% |
| Admin fee / account holder | $749 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |