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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 | $263,697 | $100,262+163.0% | $81,370+224.1% | $145,897+80.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 15.05% | 34.52%-19.5pp | 24.85%-9.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,757 | $4,612-40.2% | $3,885-29.0% | $6,689-58.8% |
| Admin fee / account holder | $54,595 | $8,163+568.8% | $5,749+849.6% | $13,390+307.7% |