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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 | $315,200-11.2% | $238,191+17.5% | $155,188+80.3% |
| Participation rate | 33.3% | 82.6%-49.2pp | 77.1%-43.8pp | 80.8%-47.5pp |
| Annual return | 11.75% | 10.25%+1.5pp | 13.02%-1.3pp | 148.84%-137.1pp |
| Employer contribution / active EE | $2,687 | $6,383-57.9% | $5,082-47.1% | $4,248-36.8% |
| Participant deferral / active EE | $3,856 | $8,044-52.1% | $6,726-42.7% | $6,531-41.0% |
| Admin fee / account holder | $312 | $48,031-99.4% | $34,582-99.1% | $14,480-97.8% |