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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 | $332,523 | $154,159+115.7% | $130,026+155.7% | $139,456+138.4% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 16.68% | 32.50%-15.8pp | -137.26%+153.9pp | 373.45%-356.8pp |
| Employer contribution / active EE | $1,860 | $5,292-64.8% | $4,321-56.9% | $4,753-60.9% |
| Participant deferral / active EE | $9,297 | $6,710+38.6% | $5,821+59.7% | $6,711+38.5% |
| Admin fee / account holder | $1,395 | $14,001-90.0% | $10,608-86.9% | $11,407-87.8% |