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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 | $287,503 | $78,428+266.6% | $95,960+199.6% | $79,852+260.0% |
| Participation rate | 22.6% | 73.5%-50.9pp | 77.1%-54.5pp | 69.6%-47.1pp |
| Annual return | 19.55% | 19.37%+0.2pp | 91.63%-72.1pp | 31.72%-12.2pp |
| Employer contribution / active EE | $610 | $1,945-68.7% | $2,541-76.0% | $2,471-75.3% |
| Participant deferral / active EE | $2,543 | $3,440-26.1% | $4,167-39.0% | $3,740-32.0% |
| Admin fee / account holder | $3,130 | $5,622-44.3% | $6,797-54.0% | $5,306-41.0% |