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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 | $259,469 | $64,719+300.9% | $112,249+131.2% | $68,486+278.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | 4.32% | -11.40%+15.7pp | 27.48%-23.2pp | -7.85%+12.2pp |
| Employer contribution / active EE | $734 | $2,747-73.3% | $3,636-79.8% | $2,597-71.7% |
| Participant deferral / active EE | $1,562 | $3,565-56.2% | $4,729-67.0% | $4,028-61.2% |
| Admin fee / account holder | $821 | $5,232-84.3% | $6,412-87.2% | $5,404-84.8% |