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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 | $264,747 | $149,778+76.8% | $118,946+122.6% | $158,950+66.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | 20.30% | 19.95%+0.4pp | 35.89%-15.6pp | 302.91%-282.6pp |
| Employer contribution / active EE | $874 | $4,117-78.8% | $3,263-73.2% | $4,762-81.7% |
| Participant deferral / active EE | $3,796 | $5,225-27.3% | $4,266-11.0% | $5,983-36.6% |
| Admin fee / account holder | $792 | $8,604-90.8% | $6,581-88.0% | $11,248-93.0% |