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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 | $272,829 | $161,352+69.1% | $134,172+103.3% | $137,256+98.8% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.5%-52.5pp | 80.0%-60.0pp |
| Annual return | 19.17% | 28.72%-9.5pp | 25.30%-6.1pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,253 | $4,099-69.4% | $3,420-63.4% | $4,156-69.9% |
| Participant deferral / active EE | $6,200 | $5,552+11.7% | $4,690+32.2% | $6,407-3.2% |
| Admin fee / account holder | $1,063 | $15,028-92.9% | $12,016-91.2% | $12,270-91.3% |