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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 | $256,129 | $124,980+104.9% | $108,359+136.4% | $154,746+65.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 11.20% | 45.00%-33.8pp | 36.89%-25.7pp | 172.34%-161.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,363 | $4,743-29.1% | $4,137-18.7% | $6,730-50.0% |
| Admin fee / account holder | $6,467 | $11,502-43.8% | $9,741-33.6% | $14,365-55.0% |