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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 | $364,590 | $111,814+226.1% | $103,374+252.7% | $145,959+149.8% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 19.19% | 24.77%-5.6pp | 24.89%-5.7pp | 561.95%-542.8pp |
| Employer contribution / active EE | $1,529 | $4,214-63.7% | $3,869-60.5% | $4,661-67.2% |
| Participant deferral / active EE | $3,880 | $5,618-30.9% | $5,058-23.3% | $6,689-42.0% |
| Admin fee / account holder | $3,623 | $9,754-62.9% | $8,394-56.8% | $13,398-73.0% |