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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 | $283,973 | $110,307+157.4% | $96,576+194.0% | $139,456+103.6% |
| Participation rate | 36.4% | 78.1%-41.8pp | 76.0%-39.6pp | 80.3%-44.0pp |
| Annual return | 10.13% | 26.40%-16.3pp | 25.87%-15.7pp | 373.45%-363.3pp |
| Employer contribution / active EE | $1,237 | $3,619-65.8% | $2,965-58.3% | $4,753-74.0% |
| Participant deferral / active EE | $3,136 | $5,547-43.5% | $4,851-35.4% | $6,711-53.3% |
| Admin fee / account holder | $2,750 | $11,597-76.3% | $8,253-66.7% | $11,407-75.9% |