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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 | $259,792 | $215,361+20.6% | $171,082+51.9% | $273,972-5.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 2.58% | 25.14%-22.6pp | 32.56%-30.0pp | 41.46%-38.9pp |
| Employer contribution / active EE | $428 | $4,967-91.4% | $4,002-89.3% | $4,869-91.2% |
| Participant deferral / active EE | $3,297 | $5,543-40.5% | $4,797-31.3% | $5,287-37.6% |
| Admin fee / account holder | $128,858 | $10,846+1088.0% | $8,520+1412.5% | $10,133+1171.7% |