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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 | $253,567 | $117,895+115.1% | $102,460+147.5% | $145,897+73.8% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 15.53% | 31.92%-16.4pp | 29.47%-13.9pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,605 | $3,619-55.7% | $3,025-46.9% | $4,663-65.6% |
| Participant deferral / active EE | $2,999 | $5,736-47.7% | $5,056-40.7% | $6,689-55.2% |
| Admin fee / account holder | $41,985 | $13,353+214.4% | $9,460+343.8% | $13,390+213.5% |