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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 | $282,644 | $108,882+159.6% | $96,754+192.1% | $154,746+82.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 15.52% | 98.39%-82.9pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $709 | $3,018-76.5% | $2,679-73.5% | $4,379-83.8% |
| Participant deferral / active EE | $2,468 | $5,323-53.6% | $4,758-48.1% | $6,730-63.3% |
| Admin fee / account holder | $3,166 | $10,200-69.0% | $8,905-64.5% | $14,365-78.0% |