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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 | $291,057 | $112,729+158.2% | $98,716+194.8% | $137,256+112.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.24% | 38.48%-25.2pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,060 | $2,725-61.1% | $2,279-53.5% | $4,156-74.5% |
| Participant deferral / active EE | $10,333 | $4,640+122.7% | $4,048+155.3% | $6,407+61.3% |
| Admin fee / account holder | $2,506 | $10,129-75.3% | $8,703-71.2% | $12,270-79.6% |