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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 | $451,458 | $156,616+188.3% | $133,346+238.6% | $198,609+127.3% |
| Participation rate | 20.0% | 77.7%-57.7pp | 72.8%-52.8pp | 82.4%-62.4pp |
| Annual return | 20.12% | 44.25%-24.1pp | 36.85%-16.7pp | 202.70%-182.6pp |
| Employer contribution / active EE | $789 | $3,368-76.6% | $2,853-72.4% | $5,055-84.4% |
| Participant deferral / active EE | $4,186 | $4,920-14.9% | $4,332-3.4% | $6,977-40.0% |
| Admin fee / account holder | $3,146 | $17,468-82.0% | $14,264-77.9% | $19,030-83.5% |