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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 | $281,984 | $158,852+77.5% | $121,220+132.6% | $135,380+108.3% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | 10.90% | -0.64%+11.5pp | 16.94%-6.0pp | 519.81%-508.9pp |
| Employer contribution / active EE | $154 | $5,666-97.3% | $4,023-96.2% | $4,779-96.8% |
| Participant deferral / active EE | $234 | $4,006-94.2% | $3,345-93.0% | $5,609-95.8% |
| Admin fee / account holder | $5,407 | $6,515-17.0% | $5,021+7.7% | $10,828-50.1% |