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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 | $451,344 | $108,825+314.7% | $156,181+189.0% | $82,448+447.4% |
| Participation rate | 41.2% | 72.4%-31.2pp | 78.8%-37.7pp | 68.1%-26.9pp |
| Annual return | 14.53% | 20.59%-6.1pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,191 | $4,577-52.1% | $6,132-64.3% | $4,139-47.1% |
| Admin fee / account holder | $1,785 | $9,341-80.9% | $14,586-87.8% | $7,234-75.3% |