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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 | $460,711 | $148,629+210.0% | $135,982+238.8% | $139,487+230.3% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.1pp |
| Annual return | 18.23% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,524 | $5,247-71.0% | $4,859-68.6% | $4,755-68.0% |
| Participant deferral / active EE | $4,985 | $8,102-38.5% | $7,760-35.8% | $6,713-25.7% |
| Admin fee / account holder | $753 | $12,406-93.9% | $10,767-93.0% | $11,407-93.4% |