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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 | $250,579 | $138,312+81.2% | $122,979+103.8% | $155,188+61.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 17.04% | 22.06%-5.0pp | 20.12%-3.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,000 | $3,530-15.0% | $3,062-2.0% | $4,248-29.4% |
| Participant deferral / active EE | $4,500 | $5,592-19.5% | $5,003-10.1% | $6,531-31.1% |
| Admin fee / account holder | $8,139 | $15,089-46.1% | $12,864-36.7% | $14,480-43.8% |