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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 | $285,346 | $81,331+250.8% | $155,534+83.5% | $80,935+252.6% |
| Participation rate | 24.0% | 66.3%-42.3pp | 78.2%-54.2pp | 67.7%-43.7pp |
| Annual return | 20.09% | 33.37%-13.3pp | 64.92%-44.8pp | 35.66%-15.6pp |
| Employer contribution / active EE | $1,582 | $3,105-49.1% | $4,675-66.2% | $2,757-42.6% |
| Participant deferral / active EE | $3,247 | $3,454-6.0% | $5,630-42.3% | $4,299-24.5% |
| Admin fee / account holder | $1,710 | $7,999-78.6% | $15,900-89.2% | $6,924-75.3% |