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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 | $301,839 | $117,895+156.0% | $102,460+194.6% | $145,897+106.9% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 11.54% | 31.92%-20.4pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,551 | $3,619-57.1% | $3,025-48.7% | $4,663-66.7% |
| Participant deferral / active EE | $5,344 | $5,736-6.8% | $5,056+5.7% | $6,689-20.1% |
| Admin fee / account holder | $3,453 | $13,353-74.1% | $9,460-63.5% | $13,390-74.2% |