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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 | $138,312+102.5% | $122,979+127.8% | $155,188+80.5% |
| Participation rate | 25.0% | 80.2%-55.2pp | 77.2%-52.2pp | 80.8%-55.8pp |
| Annual return | 11.99% | 22.06%-10.1pp | 20.12%-8.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $921 | $3,530-73.9% | $3,062-69.9% | $4,248-78.3% |
| Participant deferral / active EE | $3,660 | $5,592-34.6% | $5,003-26.8% | $6,531-44.0% |
| Admin fee / account holder | $4,007 | $15,089-73.4% | $12,864-68.9% | $14,480-72.3% |