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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 | $308,264 | $90,486+240.7% | $78,676+291.8% | $273,972+12.5% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 6.36% | 75.62%-69.3pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,647 | $3,175+203.9% | $2,850+238.5% | $4,869+98.2% |
| Participant deferral / active EE | $8,847 | $3,901+126.8% | $3,517+151.6% | $5,287+67.3% |
| Admin fee / account holder | $2,444 | $5,263-53.6% | $4,510-45.8% | $10,133-75.9% |