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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 | $318,526 | $101,618+213.5% | $93,063+242.3% | $137,256+132.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 16.00% | 223.95%-207.9pp | 34.15%-18.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,346 | $2,707-50.3% | $2,476-45.6% | $4,156-67.6% |
| Participant deferral / active EE | $7,210 | $4,279+68.5% | $3,958+82.2% | $6,407+12.5% |
| Admin fee / account holder | $1,816 | $6,198-70.7% | $6,033-69.9% | $12,270-85.2% |