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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 | $268,442 | $29,736+802.7% | $56,033+379.1% | $80,935+231.7% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 11.10% | 35.28%-24.2pp | 1711.38%-1700.3pp | 35.66%-24.6pp |
| Employer contribution / active EE | $656 | $671-2.3% | $1,041-37.0% | $2,757-76.2% |
| Participant deferral / active EE | $5,257 | $1,228+328.0% | $1,954+169.0% | $4,299+22.3% |
| Admin fee / account holder | $2,816 | $2,434+15.7% | $2,827-0.4% | $6,924-59.3% |