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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 | $490,724 | $108,212+353.5% | $77,513+533.1% | $158,966+208.7% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 3.14% | 31.67%-28.5pp | 54.81%-51.7pp | 302.95%-299.8pp |
| Employer contribution / active EE | $681 | $1,325-48.6% | $987-31.0% | $4,762-85.7% |
| Participant deferral / active EE | $6,111 | $2,455+148.9% | $1,861+228.4% | $5,983+2.1% |
| Admin fee / account holder | $2,240 | $3,709-39.6% | $2,859-21.7% | $11,250-80.1% |