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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 | $434,673 | $110,337+293.9% | $102,383+324.6% | $145,877+198.0% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 11.58% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,207 | $4,216-47.6% | $3,870-43.0% | $4,663-52.7% |
| Participant deferral / active EE | $11,889 | $5,621+111.5% | $5,060+135.0% | $6,691+77.7% |
| Admin fee / account holder | $8,650 | $9,750-11.3% | $8,391+3.1% | $13,402-35.5% |