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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 | $280,137 | $124,425+125.1% | $112,040+150.0% | $137,256+104.1% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 11.99% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $921 | $3,411-73.0% | $2,954-68.8% | $4,156-77.8% |
| Participant deferral / active EE | $3,660 | $5,718-36.0% | $5,098-28.2% | $6,407-42.9% |
| Admin fee / account holder | $4,007 | $15,207-73.6% | $12,098-66.9% | $12,270-67.3% |