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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 | $410,151 | $110,337+271.7% | $102,383+300.6% | $145,877+181.2% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 20.90% | 24.83%-3.9pp | 24.94%-4.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $1,046 | $4,216-75.2% | $3,870-73.0% | $4,663-77.6% |
| Participant deferral / active EE | $4,921 | $5,621-12.5% | $5,060-2.7% | $6,691-26.5% |
| Admin fee / account holder | $2,076 | $9,750-78.7% | $8,391-75.3% | $13,402-84.5% |