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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 | $281,053 | $124,330+126.1% | $109,173+157.4% | $167,536+67.8% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 18.31% | 26.04%-7.7pp | 25.75%-7.4pp | 478.82%-460.5pp |
| Employer contribution / active EE | $1,431 | $4,209-66.0% | $3,723-61.6% | $4,839-70.4% |
| Participant deferral / active EE | $4,307 | $5,256-18.1% | $4,654-7.5% | $6,342-32.1% |
| Admin fee / account holder | $1,765 | $7,974-77.9% | $6,755-73.9% | $12,315-85.7% |