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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 | $279,807 | $282,059-0.8% | $213,469+31.1% | $154,746+80.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 11.75% | 20.90%-9.1pp | 20.58%-8.8pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,687 | $6,189-56.6% | $4,994-46.2% | $4,379-38.6% |
| Participant deferral / active EE | $3,856 | $8,186-52.9% | $6,841-43.6% | $6,730-42.7% |
| Admin fee / account holder | $312 | $37,435-99.2% | $27,141-98.9% | $14,365-97.8% |