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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 | $255,400 | $57,061+347.6% | $85,063+200.2% | $80,911+215.7% |
| Participation rate | 5.7% | 56.3%-50.6pp | 67.5%-61.8pp | 67.6%-61.9pp |
| Annual return | 17.54% | 21.66%-4.1pp | 66.54%-49.0pp | 35.63%-18.1pp |
| Employer contribution / active EE | $754 | $1,799-58.1% | $2,727-72.3% | $2,756-72.6% |
| Participant deferral / active EE | $1,714 | $3,110-44.9% | $4,523-62.1% | $4,297-60.1% |
| Admin fee / account holder | $20,020 | $4,986+301.5% | $6,155+225.3% | $6,935+188.7% |