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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 | $289,389 | $81,262+256.1% | $155,602+86.0% | $80,911+257.7% |
| Participation rate | 39.3% | 66.2%-27.0pp | 78.2%-38.9pp | 67.6%-28.4pp |
| Annual return | 24.94% | 33.34%-8.4pp | 64.81%-39.9pp | 35.63%-10.7pp |
| Employer contribution / active EE | $1,027 | $3,102-66.9% | $4,675-78.0% | $2,756-62.7% |
| Participant deferral / active EE | $2,116 | $3,451-38.7% | $5,629-62.4% | $4,297-50.7% |
| Admin fee / account holder | $608 | $7,992-92.4% | $15,923-96.2% | $6,935-91.2% |