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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 | $261,927 | $69,118+279.0% | $53,647+388.2% | $138,895+88.6% |
| Participation rate | 22.2% | 64.0%-41.8pp | 56.3%-34.1pp | 79.9%-57.7pp |
| Annual return | 17.81% | 248.26%-230.5pp | 358.33%-340.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $75 | $1,189-93.7% | $962-92.2% | $4,194-98.2% |
| Participant deferral / active EE | $2,885 | $2,274+26.9% | $1,813+59.1% | $6,396-54.9% |
| Admin fee / account holder | $1,584 | $2,724-41.8% | $2,460-35.6% | $12,562-87.4% |