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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 | $254,509 | $103,949+144.8% | $69,182+267.9% | $273,972-7.1% |
| Participation rate | 53.3% | 67.4%-14.0pp | 55.1%-1.8pp | 83.0%-29.7pp |
| Annual return | 7.22% | 35.28%-28.1pp | -21.93%+29.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,067 | $1,783-40.2% | $1,206-11.6% | $4,869-78.1% |
| Participant deferral / active EE | $7,200 | $2,716+165.0% | $1,897+279.6% | $5,287+36.2% |
| Admin fee / account holder | $1,652 | $3,671-55.0% | $2,697-38.7% | $10,133-83.7% |