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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 | $283,347 | $81,208+248.9% | $98,920+186.4% | $79,856+254.8% |
| Participation rate | 43.6% | 72.5%-28.9pp | 76.0%-32.4pp | 69.6%-26.1pp |
| Annual return | 10.64% | 60.99%-50.4pp | 196.47%-185.8pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,286 | $1,960-34.4% | $2,689-52.2% | $2,471-48.0% |
| Participant deferral / active EE | $2,211 | $3,265-32.3% | $4,245-47.9% | $3,741-40.9% |
| Admin fee / account holder | $2,599 | $6,013-56.8% | $6,643-60.9% | $5,306-51.0% |