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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 | $360,767 | $60,442+496.9% | $96,754+272.9% | $87,485+312.4% |
| Participation rate | 26.5% | 58.7%-32.2pp | 70.3%-43.8pp | 68.9%-42.5pp |
| Annual return | 13.58% | 21.97%-8.4pp | 82.04%-68.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,000 | $1,691-40.9% | $2,679-62.7% | $2,596-61.5% |
| Participant deferral / active EE | $3,584 | $3,280+9.3% | $4,758-24.7% | $4,274-16.1% |
| Admin fee / account holder | $2,099 | $5,069-58.6% | $8,905-76.4% | $7,775-73.0% |