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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 | $279,300 | $74,535+274.7% | $100,712+177.3% | $82,637+238.0% |
| Participation rate | 30.0% | 61.2%-31.2pp | 69.3%-39.3pp | 68.1%-38.1pp |
| Annual return | 16.71% | 18.92%-2.2pp | 33.27%-16.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $733 | $1,503-51.2% | $2,313-68.3% | $2,552-71.3% |
| Participant deferral / active EE | $3,597 | $3,074+17.0% | $4,085-11.9% | $4,126-12.8% |
| Admin fee / account holder | $971 | $6,576-85.2% | $9,256-89.5% | $7,339-86.8% |