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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 | $256,446 | $111,814+129.4% | $103,378+148.1% | $145,978+75.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 10.88% | 24.80%-13.9pp | 24.91%-14.0pp | 550.52%-539.6pp |
| Employer contribution / active EE | $3,141 | $4,215-25.5% | $3,870-18.8% | $4,662-32.6% |
| Participant deferral / active EE | $8,118 | $5,618+44.5% | $5,058+60.5% | $6,690+21.4% |
| Admin fee / account holder | $1,357 | $9,764-86.1% | $8,401-83.8% | $13,400-89.9% |