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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 | $327,250 | $108,285+202.2% | $77,552+322.0% | $158,982+105.8% |
| Participation rate | 9.1% | 64.4%-55.3pp | 54.2%-45.1pp | 82.0%-72.9pp |
| Annual return | 11.14% | 31.69%-20.5pp | 54.82%-43.7pp | 302.99%-291.8pp |
| Employer contribution / active EE | $293 | $1,325-77.9% | $987-70.3% | $4,763-93.8% |
| Participant deferral / active EE | $2,097 | $2,455-14.6% | $1,861+12.7% | $5,983-65.0% |
| Admin fee / account holder | $1,523 | $3,709-59.0% | $2,859-46.7% | $11,252-86.5% |