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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 | $592,744 | $76,834+671.5% | $108,359+447.0% | $87,485+577.5% |
| Participation rate | 16.1% | 61.7%-45.6pp | 70.1%-54.0pp | 68.9%-52.8pp |
| Annual return | 17.00% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $402 | $1,556-74.2% | $2,399-83.3% | $2,596-84.5% |
| Participant deferral / active EE | $2,243 | $3,100-27.7% | $4,137-45.8% | $4,274-47.5% |
| Admin fee / account holder | $3,866 | $6,537-40.9% | $9,741-60.3% | $7,775-50.3% |