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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 | $294,107 | $123,155+138.8% | $108,753+170.4% | $155,188+89.5% |
| Participation rate | 20.0% | 75.6%-55.6pp | 71.1%-51.1pp | 80.8%-60.8pp |
| Annual return | 15.93% | 44.73%-28.8pp | 37.47%-21.5pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,004 | $2,811-64.3% | $2,427-58.6% | $4,248-76.4% |
| Participant deferral / active EE | $3,225 | $4,623-30.3% | $4,115-21.6% | $6,531-50.6% |
| Admin fee / account holder | $59,283 | $12,126+388.9% | $10,320+474.5% | $14,480+309.4% |