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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 | $289,926 | $126,113+129.9% | $116,096+149.7% | $155,188+86.8% |
| Participation rate | 54.5% | 75.1%-20.6pp | 73.3%-18.8pp | 80.8%-26.3pp |
| Annual return | 6.12% | 391.72%-385.6pp | 326.25%-320.1pp | 148.84%-142.7pp |
| Employer contribution / active EE | $1,527 | $2,672-42.8% | $2,503-39.0% | $4,248-64.0% |
| Participant deferral / active EE | $4,036 | $4,162-3.0% | $3,952+2.1% | $6,531-38.2% |
| Admin fee / account holder | $715 | $8,045-91.1% | $7,704-90.7% | $14,480-95.1% |