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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 | $483,550 | $104,709+361.8% | $85,705+464.2% | $167,553+188.6% |
| Participation rate | 46.7% | 76.4%-29.7pp | 69.9%-23.2pp | 82.1%-35.4pp |
| Annual return | 11.48% | 21.45%-10.0pp | 21.49%-10.0pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,993 | $3,338-40.3% | $2,619-23.9% | $4,840-58.8% |
| Participant deferral / active EE | $2,687 | $4,827-44.3% | $3,924-31.5% | $6,343-57.6% |
| Admin fee / account holder | $7,458 | $10,036-25.7% | $6,877+8.5% | $12,316-39.4% |