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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 | $279,164 | $124,346+124.5% | $111,308+150.8% | $167,536+66.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 10.14% | 37.45%-27.3pp | 54.67%-44.5pp | 478.82%-468.7pp |
| Employer contribution / active EE | $1,407 | $3,437-59.1% | $2,732-48.5% | $4,839-70.9% |
| Participant deferral / active EE | $7,278 | $5,182+40.5% | $4,487+62.2% | $6,342+14.7% |
| Admin fee / account holder | $5,394 | $10,621-49.2% | $7,965-32.3% | $12,315-56.2% |