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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 | $292,217 | $126,661+130.7% | $113,397+157.7% | $138,895+110.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 16.57% | 25.05%-8.5pp | 23.20%-6.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,126 | $3,456-67.4% | $2,977-62.2% | $4,194-73.2% |
| Participant deferral / active EE | $2,495 | $5,693-56.2% | $5,076-50.9% | $6,396-61.0% |
| Admin fee / account holder | $2,881 | $14,549-80.2% | $11,957-75.9% | $12,562-77.1% |