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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 | $388,518 | $110,337+252.1% | $102,383+279.5% | $145,877+166.3% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 17.84% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,567 | $4,216-62.8% | $3,870-59.5% | $4,663-66.4% |
| Participant deferral / active EE | $1,622 | $5,621-71.1% | $5,060-67.9% | $6,691-75.8% |
| Admin fee / account holder | $6,143 | $9,750-37.0% | $8,391-26.8% | $13,402-54.2% |