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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 | $254,195 | $110,337+130.4% | $102,383+148.3% | $145,877+74.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 10.41% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,066 | $4,216-51.0% | $3,870-46.6% | $4,663-55.7% |
| Participant deferral / active EE | $9,531 | $5,621+69.6% | $5,060+88.4% | $6,691+42.5% |
| Admin fee / account holder | $3,306 | $9,750-66.1% | $8,391-60.6% | $13,402-75.3% |