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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 | $250,570 | $67,411+271.7% | $91,004+175.3% | $70,126+257.3% |
| Participation rate | 35.1% | 71.4%-36.2pp | 75.6%-40.5pp | 69.5%-34.4pp |
| Annual return | 13.92% | -40.16%+54.1pp | 4.60%+9.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $3,551 | $1,786+98.8% | $2,456+44.6% | $2,343+51.6% |
| Participant deferral / active EE | $2,779 | $2,823-1.5% | $3,548-21.7% | $3,332-16.6% |
| Admin fee / account holder | $1,042 | $4,236-75.4% | $5,417-80.8% | $4,645-77.6% |