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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 | $115,225+213.3% | $100,712+258.4% | $138,895+159.9% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 15.84% | 40.35%-24.5pp | 33.27%-17.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,376 | $2,771-50.3% | $2,313-40.5% | $4,194-67.2% |
| Participant deferral / active EE | $2,557 | $4,699-45.6% | $4,085-37.4% | $6,396-60.0% |
| Admin fee / account holder | $3,984 | $10,844-63.3% | $9,256-57.0% | $12,562-68.3% |