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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 | $303,438 | $28,624+960.1% | $53,647+465.6% | $82,637+267.2% |
| Participation rate | 26.7% | 47.3%-20.6pp | 56.3%-29.6pp | 68.1%-41.4pp |
| Annual return | 21.21% | 664.98%-643.8pp | 358.33%-337.1pp | 53.51%-32.3pp |
| Employer contribution / active EE | $693 | $637+8.8% | $962-28.0% | $2,552-72.8% |
| Participant deferral / active EE | $5,107 | $1,196+326.9% | $1,813+181.7% | $4,126+23.8% |
| Admin fee / account holder | $3,047 | $2,022+50.7% | $2,460+23.9% | $7,339-58.5% |