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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 | $291,574 | $127,296+129.1% | $109,907+165.3% | $167,536+74.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 14.70% | 22.97%-8.3pp | 29.46%-14.8pp | 478.82%-464.1pp |
| Employer contribution / active EE | $5,160 | $3,325+55.2% | $2,844+81.4% | $4,839+6.6% |
| Participant deferral / active EE | $4,875 | $4,513+8.0% | $4,047+20.5% | $6,342-23.1% |
| Admin fee / account holder | $3,069 | $7,119-56.9% | $6,069-49.4% | $12,315-75.1% |