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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 | $288,242 | $104,650+175.4% | $83,854+243.7% | $155,188+85.7% |
| Participation rate | 15.4% | 65.1%-49.7pp | 59.1%-43.7pp | 80.8%-65.4pp |
| Annual return | 17.17% | 28.97%-11.8pp | 31.39%-14.2pp | 148.84%-131.7pp |
| Employer contribution / active EE | $556 | $1,196-53.6% | $1,017-45.4% | $4,248-86.9% |
| Participant deferral / active EE | $4,791 | $2,367+102.4% | $2,035+135.4% | $6,531-26.6% |
| Admin fee / account holder | $2,325 | $3,518-33.9% | $3,197-27.3% | $14,480-83.9% |