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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 | $286,845 | $29,319+878.4% | $52,425+447.2% | $82,448+247.9% |
| Participation rate | 8.6% | 46.9%-38.3pp | 55.6%-47.1pp | 68.1%-59.5pp |
| Annual return | 15.01% | 535.20%-520.2pp | 302.12%-287.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $241 | $586-58.9% | $914-73.6% | $2,551-90.6% |
| Participant deferral / active EE | $1,261 | $1,171+7.7% | $1,790-29.5% | $4,139-69.5% |
| Admin fee / account holder | $1,504 | $1,962-23.3% | $2,495-39.7% | $7,234-79.2% |