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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 | $278,851 | $140,578+98.4% | $100,671+177.0% | $125,388+122.4% |
| Participation rate | 18.2% | 80.4%-62.2pp | 70.7%-52.5pp | 83.2%-65.0pp |
| Annual return | 0.65% | 24.67%-24.0pp | 20.43%-19.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,282 | $5,965-61.7% | $4,012-43.1% | $4,866-53.1% |
| Participant deferral / active EE | $3,442 | $3,981-13.6% | $3,144+9.5% | $5,352-35.7% |
| Admin fee / account holder | $7,657 | $6,716+14.0% | $4,850+57.9% | $9,541-19.7% |