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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 | $421,826 | $111,814+277.3% | $103,374+308.1% | $145,959+189.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 10.10% | 24.77%-14.7pp | 24.89%-14.8pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,285 | $4,214-69.5% | $3,869-66.8% | $4,661-72.4% |
| Participant deferral / active EE | $5,897 | $5,618+5.0% | $5,058+16.6% | $6,689-11.8% |
| Admin fee / account holder | $13,309 | $9,754+36.4% | $8,394+58.5% | $13,398-0.7% |