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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 | $299,517 | $108,825+175.2% | $156,181+91.8% | $82,448+263.3% |
| Participation rate | 40.4% | 72.4%-31.9pp | 78.8%-38.4pp | 68.1%-27.6pp |
| Annual return | 14.27% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,606 | $4,577+0.6% | $6,132-24.9% | $4,139+11.3% |
| Admin fee / account holder | $17,371 | $9,341+86.0% | $14,586+19.1% | $7,234+140.1% |