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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 | $253,157 | $162,785+55.5% | $133,959+89.0% | $158,950+59.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 6.88% | 41.94%-35.1pp | 45.09%-38.2pp | 302.91%-296.0pp |
| Employer contribution / active EE | $1,622 | $4,975-67.4% | $3,919-58.6% | $4,762-65.9% |
| Participant deferral / active EE | $4,816 | $5,910-18.5% | $5,047-4.6% | $5,983-19.5% |
| Admin fee / account holder | $663 | $11,738-94.4% | $8,928-92.6% | $11,248-94.1% |