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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 | $280,161 | $117,846+137.7% | $102,434+173.5% | $145,884+92.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.19% | 31.90%-15.7pp | 29.46%-13.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,348 | $3,615-62.7% | $3,023-55.4% | $4,662-71.1% |
| Participant deferral / active EE | $3,721 | $5,733-35.1% | $5,055-26.4% | $6,690-44.4% |
| Admin fee / account holder | $7,243 | $13,356-45.8% | $9,462-23.5% | $13,392-45.9% |