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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 | $268,355 | $108,226+148.0% | $77,513+246.2% | $158,950+68.8% |
| Participation rate | 27.3% | 64.4%-37.1pp | 54.2%-26.9pp | 82.0%-54.7pp |
| Annual return | 9.29% | 31.67%-22.4pp | 54.81%-45.5pp | 302.91%-293.6pp |
| Employer contribution / active EE | $1,196 | $1,325-9.8% | $987+21.2% | $4,762-74.9% |
| Participant deferral / active EE | $3,178 | $2,456+29.4% | $1,861+70.8% | $5,983-46.9% |
| Admin fee / account holder | $13,941 | $3,710+275.8% | $2,859+387.6% | $11,248+23.9% |