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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 | $460,886 | $165,939+177.7% | $122,354+276.7% | $147,586+212.3% |
| Participation rate | 26.7% | 79.6%-52.9pp | 71.6%-45.0pp | 82.8%-56.2pp |
| Annual return | 15.28% | 34.56%-19.3pp | 30.28%-15.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $403 | $5,754-93.0% | $4,051-90.1% | $4,876-91.7% |
| Participant deferral / active EE | $6,200 | $4,005+54.8% | $3,287+88.6% | $5,439+14.0% |
| Admin fee / account holder | $3,167 | $7,425-57.3% | $5,479-42.2% | $10,886-70.9% |