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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 | $111,814+288.7% | $103,378+320.5% | $145,978+197.8% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 11.58% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,207 | $4,215-47.6% | $3,870-43.0% | $4,662-52.7% |
| Participant deferral / active EE | $11,889 | $5,618+111.6% | $5,058+135.1% | $6,690+77.7% |
| Admin fee / account holder | $8,650 | $9,764-11.4% | $8,401+3.0% | $13,400-35.5% |