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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 | $276,366 | $139,948+97.5% | $121,663+127.2% | $154,746+78.6% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.5%-16.2pp | 80.7%-22.4pp |
| Annual return | 11.66% | 230.52%-218.9pp | 147.54%-135.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,349 | $3,521-61.7% | $3,020-55.3% | $4,379-69.2% |
| Participant deferral / active EE | $1,997 | $5,629-64.5% | $4,887-59.1% | $6,730-70.3% |
| Admin fee / account holder | $1,426 | $17,321-91.8% | $14,289-90.0% | $14,365-90.1% |