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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 | $265,490 | $105,856+150.8% | $90,161+194.5% | $147,586+79.9% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 21.34% | 37.63%-16.3pp | 34.89%-13.5pp | 578.59%-557.2pp |
| Employer contribution / active EE | $744 | $4,126-82.0% | $3,318-77.6% | $4,876-84.7% |
| Participant deferral / active EE | $4,814 | $5,733-16.0% | $5,287-9.0% | $5,439-11.5% |
| Admin fee / account holder | $2,064 | $8,046-74.4% | $5,943-65.3% | $10,886-81.0% |