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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 | $284,917 | $110,410+158.1% | $102,437+178.1% | $145,897+95.3% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.3pp |
| Annual return | 16.04% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,119 | $4,217-73.5% | $3,871-71.1% | $4,663-76.0% |
| Participant deferral / active EE | $4,480 | $5,622-20.3% | $5,060-11.5% | $6,689-33.0% |
| Admin fee / account holder | $2,781 | $9,745-71.5% | $8,388-66.8% | $13,390-79.2% |