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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 | $287,931 | $113,941+152.7% | $94,229+205.6% | $125,389+129.6% |
| Participation rate | 35.7% | 82.9%-47.2pp | 78.8%-43.1pp | 83.2%-47.5pp |
| Annual return | 0.31% | 5.29%-5.0pp | 10.68%-10.4pp | 282.24%-281.9pp |
| Employer contribution / active EE | $798 | $4,727-83.1% | $3,587-77.8% | $4,866-83.6% |
| Participant deferral / active EE | $3,497 | $5,179-32.5% | $4,320-19.1% | $5,352-34.7% |
| Admin fee / account holder | $633 | $8,392-92.5% | $6,269-89.9% | $9,541-93.4% |