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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 | $274,857 | $117,904+133.1% | $102,457+168.3% | $145,978+88.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 19.64% | 31.80%-12.2pp | 29.41%-9.8pp | 550.52%-530.9pp |
| Employer contribution / active EE | $1,671 | $3,613-53.8% | $3,022-44.7% | $4,662-64.2% |
| Participant deferral / active EE | $11,536 | $5,733+101.2% | $5,054+128.2% | $6,690+72.4% |
| Admin fee / account holder | $4,620 | $13,329-65.3% | $9,451-51.1% | $13,400-65.5% |