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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 | $364,888 | $211,105+72.8% | $178,449+104.5% | $145,978+150.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.33% | 30.19%-16.9pp | 27.09%-13.8pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,251 | $4,569-72.6% | $3,951-68.3% | $4,662-73.2% |
| Participant deferral / active EE | $2,044 | $6,959-70.6% | $6,277-67.4% | $6,690-69.5% |
| Admin fee / account holder | $685 | $12,017-94.3% | $10,362-93.4% | $13,400-94.9% |