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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 | $286,229 | $29,670+864.7% | $56,054+410.6% | $80,911+253.8% |
| Participation rate | 26.8% | 41.7%-14.8pp | 52.5%-25.7pp | 67.6%-40.8pp |
| Annual return | 25.74% | 35.24%-9.5pp | 1705.95%-1680.2pp | 35.63%-9.9pp |
| Employer contribution / active EE | $376 | $670-43.9% | $1,039-63.9% | $2,756-86.4% |
| Participant deferral / active EE | $924 | $1,227-24.6% | $1,952-52.6% | $4,297-78.5% |
| Admin fee / account holder | $2,743 | $2,431+12.8% | $2,822-2.8% | $6,935-60.4% |