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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 | $280,967 | $101,618+176.5% | $93,063+201.9% | $137,256+104.7% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 12.55% | 223.95%-211.4pp | 34.15%-21.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,634 | $2,707-39.6% | $2,476-34.0% | $4,156-60.7% |
| Participant deferral / active EE | $13,321 | $4,279+211.3% | $3,958+236.5% | $6,407+107.9% |
| Admin fee / account holder | $2,342 | $6,198-62.2% | $6,033-61.2% | $12,270-80.9% |