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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 | $255,927 | $107,809+137.4% | $97,032+163.8% | $155,188+64.9% |
| Participation rate | 55.0% | 75.5%-20.5pp | 71.6%-16.6pp | 80.8%-25.8pp |
| Annual return | 9.48% | 38.06%-28.6pp | 35.38%-25.9pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,462 | $5,129-52.0% | $4,672-47.3% | $6,531-62.3% |
| Admin fee / account holder | $3,730 | $10,717-65.2% | $9,418-60.4% | $14,480-74.2% |