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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 | $270,077 | $76,834+251.5% | $108,359+149.2% | $87,485+208.7% |
| Participation rate | 35.3% | 61.7%-26.4pp | 70.1%-34.8pp | 68.9%-33.6pp |
| Annual return | 22.88% | 19.09%+3.8pp | 36.89%-14.0pp | 26.06%-3.2pp |
| Employer contribution / active EE | $1,203 | $1,556-22.7% | $2,399-49.9% | $2,596-53.7% |
| Participant deferral / active EE | $2,405 | $3,100-22.4% | $4,137-41.9% | $4,274-43.7% |
| Admin fee / account holder | $22,696 | $6,537+247.2% | $9,741+133.0% | $7,775+191.9% |