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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 | $282,720 | $111,814+152.8% | $103,378+173.5% | $145,978+93.7% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 16.73% | 24.80%-8.1pp | 24.91%-8.2pp | 550.52%-533.8pp |
| Employer contribution / active EE | $1,871 | $4,215-55.6% | $3,870-51.7% | $4,662-59.9% |
| Participant deferral / active EE | $7,751 | $5,618+38.0% | $5,058+53.3% | $6,690+15.9% |
| Admin fee / account holder | $15,009 | $9,764+53.7% | $8,401+78.7% | $13,400+12.0% |