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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 | $265,973 | $110,248+141.2% | $95,728+177.8% | $139,456+90.7% |
| Participation rate | 53.3% | 75.7%-22.4pp | 72.3%-18.9pp | 80.3%-27.0pp |
| Annual return | 17.67% | 27.16%-9.5pp | 28.40%-10.7pp | 373.45%-355.8pp |
| Employer contribution / active EE | $1,701 | $3,258-47.8% | $2,835-40.0% | $4,753-64.2% |
| Participant deferral / active EE | $9,085 | $4,675+94.3% | $4,245+114.0% | $6,711+35.4% |
| Admin fee / account holder | $1,504 | $6,607-77.2% | $5,673-73.5% | $11,407-86.8% |