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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 | $272,498 | $104,251+161.4% | $91,004+199.4% | $147,585+84.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 20.73% | 27.06%-6.3pp | 4.60%+16.1pp | 578.58%-557.9pp |
| Employer contribution / active EE | $2,022 | $3,116-35.1% | $2,456-17.7% | $4,876-58.5% |
| Participant deferral / active EE | $7,327 | $4,195+74.7% | $3,548+106.5% | $5,439+34.7% |
| Admin fee / account holder | $7,530 | $8,948-15.8% | $5,417+39.0% | $10,886-30.8% |