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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 | $383,337 | $139,948+173.9% | $121,663+215.1% | $154,746+147.7% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 11.69% | 230.52%-218.8pp | 147.54%-135.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,172 | $3,521-66.7% | $3,020-61.2% | $4,379-73.2% |
| Participant deferral / active EE | $5,921 | $5,629+5.2% | $4,887+21.1% | $6,730-12.0% |
| Admin fee / account holder | $8,823 | $17,321-49.1% | $14,289-38.3% | $14,365-38.6% |