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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 | $404,381 | $115,814+249.2% | $101,275+299.3% | $158,982+154.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 9.56% | 56.16%-46.6pp | 46.48%-36.9pp | 302.99%-293.4pp |
| Employer contribution / active EE | $1,588 | $4,176-62.0% | $3,660-56.6% | $4,763-66.7% |
| Participant deferral / active EE | $4,483 | $4,958-9.6% | $4,371+2.6% | $5,983-25.1% |
| Admin fee / account holder | $1,251 | $7,249-82.7% | $5,948-79.0% | $11,252-88.9% |