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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 | $279,112 | $117,895+136.7% | $102,460+172.4% | $145,897+91.3% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 10.67% | 31.92%-21.3pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,160 | $3,619-68.0% | $3,025-61.7% | $4,663-75.1% |
| Participant deferral / active EE | $5,479 | $5,736-4.5% | $5,056+8.4% | $6,689-18.1% |
| Admin fee / account holder | $652 | $13,353-95.1% | $9,460-93.1% | $13,390-95.1% |