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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 | $264,378 | $110,337+139.6% | $102,383+158.2% | $145,877+81.2% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 11.41% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,970 | $4,216-53.3% | $3,870-49.1% | $4,663-57.8% |
| Participant deferral / active EE | $5,777 | $5,621+2.8% | $5,060+14.2% | $6,691-13.7% |
| Admin fee / account holder | $2,106 | $9,750-78.4% | $8,391-74.9% | $13,402-84.3% |