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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 | $308,676 | $102,422+201.4% | $147,117+109.8% | $80,959+281.3% |
| Participation rate | 31.0% | 75.9%-44.8pp | 82.2%-51.1pp | 67.7%-36.6pp |
| Annual return | 16.19% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,255 | $3,717-66.3% | $4,932-74.6% | $2,757-54.5% |
| Participant deferral / active EE | $4,566 | $6,652-31.4% | $8,065-43.4% | $4,300+6.2% |
| Admin fee / account holder | $1,152 | $7,953-85.5% | $12,993-91.1% | $6,925-83.4% |