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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 | $271,376 | $77,816+248.7% | $123,552+119.6% | $64,173+322.9% |
| Participation rate | 56.9% | 74.7%-17.8pp | 82.3%-25.4pp | 69.6%-12.7pp |
| Annual return | 3.12% | 12.49%-9.4pp | 119.20%-116.1pp | 7.63%-4.5pp |
| Employer contribution / active EE | $2,198 | $3,014-27.1% | $4,628-52.5% | $2,381-7.7% |
| Participant deferral / active EE | $7,717 | $5,240+47.3% | $6,426+20.1% | $3,470+122.4% |
| Admin fee / account holder | $19,479 | $5,519+253.0% | $9,285+109.8% | $4,887+298.6% |