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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 | $325,292 | $211,105+54.1% | $178,449+82.3% | $145,978+122.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 20.97% | 30.19%-9.2pp | 27.09%-6.1pp | 550.52%-529.6pp |
| Employer contribution / active EE | $1,282 | $4,569-71.9% | $3,951-67.5% | $4,662-72.5% |
| Participant deferral / active EE | $4,638 | $6,959-33.4% | $6,277-26.1% | $6,690-30.7% |
| Admin fee / account holder | $1,407 | $12,017-88.3% | $10,362-86.4% | $13,400-89.5% |