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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 | $263,681 | $110,379+138.9% | $102,412+157.5% | $145,884+80.7% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.9pp |
| Annual return | 16.42% | 24.84%-8.4pp | 24.94%-8.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,420 | $4,216-66.3% | $3,870-63.3% | $4,662-69.5% |
| Participant deferral / active EE | $4,687 | $5,622-16.6% | $5,060-7.4% | $6,690-29.9% |
| Admin fee / account holder | $34,504 | $9,745+254.1% | $8,388+311.4% | $13,392+157.6% |