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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 | $312,174 | $112,729+176.9% | $98,716+216.2% | $137,256+127.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.92% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $644 | $2,725-76.4% | $2,279-71.7% | $4,156-84.5% |
| Participant deferral / active EE | $8,261 | $4,640+78.0% | $4,048+104.1% | $6,407+28.9% |
| Admin fee / account holder | $2,523 | $10,129-75.1% | $8,703-71.0% | $12,270-79.4% |