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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 | $361,002 | $112,729+220.2% | $98,716+265.7% | $137,256+163.0% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 15.84% | 38.48%-22.6pp | 31.81%-16.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,376 | $2,725-49.5% | $2,279-39.6% | $4,156-66.9% |
| Participant deferral / active EE | $2,557 | $4,640-44.9% | $4,048-36.8% | $6,407-60.1% |
| Admin fee / account holder | $3,984 | $10,129-60.7% | $8,703-54.2% | $12,270-67.5% |