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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 | $314,580 | $96,731+225.2% | $123,973+153.7% | $86,983+261.7% |
| Participation rate | 35.5% | 70.0%-34.5pp | 76.7%-41.2pp | 69.5%-34.1pp |
| Annual return | 14.19% | 17.33%-3.1pp | 388.13%-373.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $1,717 | $3,297-47.9% | $4,126-58.4% | $2,584-33.6% |
| Participant deferral / active EE | $3,174 | $4,152-23.6% | $5,247-39.5% | $4,194-24.3% |
| Admin fee / account holder | $18,536 | $8,722+112.5% | $11,799+57.1% | $7,856+136.0% |