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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 | $282,604 | $81,358+247.4% | $155,556+81.7% | $80,959+249.1% |
| Participation rate | 16.3% | 66.3%-50.0pp | 78.2%-61.9pp | 67.7%-51.4pp |
| Annual return | 11.03% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $806 | $3,106-74.0% | $4,675-82.8% | $2,757-70.8% |
| Participant deferral / active EE | $1,114 | $3,455-67.8% | $5,631-80.2% | $4,300-74.1% |
| Admin fee / account holder | $3,079 | $7,994-61.5% | $15,885-80.6% | $6,925-55.5% |