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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 | $264,470 | $111,814+136.5% | $103,374+155.8% | $145,959+81.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 25.63% | 24.77%+0.9pp | 24.89%+0.7pp | 561.95%-536.3pp |
| Employer contribution / active EE | $1,245 | $4,214-70.5% | $3,869-67.8% | $4,661-73.3% |
| Participant deferral / active EE | $1,764 | $5,618-68.6% | $5,058-65.1% | $6,689-73.6% |
| Admin fee / account holder | $1,082 | $9,754-88.9% | $8,394-87.1% | $13,398-91.9% |