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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 | $464,739 | $115,911+300.9% | $100,530+362.3% | $158,950+192.4% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 19.11% | 34.80%-15.7pp | 30.89%-11.8pp | 302.91%-283.8pp |
| Employer contribution / active EE | $2,336 | $4,104-43.1% | $3,418-31.7% | $4,762-50.9% |
| Participant deferral / active EE | $13,326 | $6,676+99.6% | $6,271+112.5% | $5,983+122.7% |
| Admin fee / account holder | $756 | $10,999-93.1% | $8,083-90.6% | $11,248-93.3% |