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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 | $258,358 | $162,812+58.7% | $133,971+92.8% | $158,966+62.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 24.21% | 41.94%-17.7pp | 45.09%-20.9pp | 302.95%-278.7pp |
| Employer contribution / active EE | $1,306 | $4,976-73.7% | $3,919-66.7% | $4,762-72.6% |
| Participant deferral / active EE | $6,200 | $5,910+4.9% | $5,047+22.8% | $5,983+3.6% |
| Admin fee / account holder | $2,934 | $11,741-75.0% | $8,929-67.1% | $11,250-73.9% |