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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 | $269,799 | $101,618+165.5% | $93,063+189.9% | $137,256+96.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 16.82% | 223.95%-207.1pp | 34.15%-17.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,274 | $2,707-53.0% | $2,476-48.6% | $4,156-69.4% |
| Participant deferral / active EE | $5,539 | $4,279+29.4% | $3,958+39.9% | $6,407-13.6% |
| Admin fee / account holder | $2,815 | $6,198-54.6% | $6,033-53.3% | $12,270-77.1% |