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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 | $310,154 | $79,961+287.9% | $98,462+215.0% | $75,177+312.6% |
| Participation rate | 10.3% | 70.4%-60.1pp | 75.2%-64.9pp | 67.2%-56.9pp |
| Annual return | 13.95% | 19.75%-5.8pp | 21.17%-7.2pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,037 | $2,264-54.2% | $3,049-66.0% | $2,671-61.2% |
| Participant deferral / active EE | $2,574 | $3,753-31.4% | $4,738-45.7% | $4,126-37.6% |
| Admin fee / account holder | $25,811 | $6,842+277.2% | $8,875+190.8% | $5,651+356.7% |