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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 | $29,736+862.6% | $56,033+410.8% | $80,935+253.7% |
| Participation rate | 26.8% | 41.7%-14.9pp | 52.5%-25.7pp | 67.7%-40.8pp |
| Annual return | 25.74% | 35.28%-9.5pp | 1711.38%-1685.6pp | 35.66%-9.9pp |
| Employer contribution / active EE | $376 | $671-44.1% | $1,041-63.9% | $2,757-86.4% |
| Participant deferral / active EE | $924 | $1,228-24.7% | $1,954-52.7% | $4,299-78.5% |
| Admin fee / account holder | $2,743 | $2,434+12.7% | $2,827-3.0% | $6,924-60.4% |