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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 | $276,247 | $157,829+75.0% | $136,867+101.8% | $198,609+39.1% |
| Participation rate | 30.0% | 77.2%-47.2pp | 74.5%-44.5pp | 82.4%-52.4pp |
| Annual return | 4.55% | 51.25%-46.7pp | 42.97%-38.4pp | 202.70%-198.1pp |
| Employer contribution / active EE | $2,014 | $3,923-48.6% | $3,547-43.2% | $5,055-60.2% |
| Participant deferral / active EE | $3,421 | $5,463-37.4% | $4,924-30.5% | $6,977-51.0% |
| Admin fee / account holder | $1,742 | $11,107-84.3% | $10,340-83.2% | $19,030-90.8% |