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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 | $366,721 | $172,111+113.1% | $150,298+144.0% | $137,256+167.2% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 16.23% | 69.37%-53.1pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,080 | $4,636-76.7% | $4,154-74.0% | $4,156-74.0% |
| Participant deferral / active EE | $3,379 | $6,166-45.2% | $5,453-38.0% | $6,407-47.3% |
| Admin fee / account holder | $2,482 | $16,471-84.9% | $14,116-82.4% | $12,270-79.8% |