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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 | $254,502 | $87,166+192.0% | $76,735+231.7% | $137,256+85.4% |
| Participation rate | 15.0% | 74.4%-59.4pp | 69.5%-54.5pp | 80.0%-65.0pp |
| Annual return | 15.89% | 26.50%-10.6pp | 29.77%-13.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,101 | $4,726-76.7% | $4,088-73.1% | $6,407-82.8% |
| Admin fee / account holder | $1,786 | $8,403-78.7% | $7,189-75.2% | $12,270-85.4% |