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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 | $344,664 | $176,838+94.9% | $146,685+135.0% | $167,518+105.7% |
| Participation rate | 54.5% | 83.6%-29.1pp | 80.1%-25.5pp | 82.1%-27.6pp |
| Annual return | 13.67% | 24.04%-10.4pp | 22.75%-9.1pp | 478.71%-465.0pp |
| Employer contribution / active EE | $1,855 | $5,161-64.0% | $4,137-55.2% | $4,838-61.7% |
| Participant deferral / active EE | $6,486 | $6,441+0.7% | $5,507+17.8% | $6,342+2.3% |
| Admin fee / account holder | $10,593 | $13,262-20.1% | $10,281+3.0% | $12,312-14.0% |