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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 | $356,509 | $124,425+186.5% | $112,040+218.2% | $137,256+159.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 14.71% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,704 | $3,411-50.1% | $2,954-42.3% | $4,156-59.0% |
| Participant deferral / active EE | $4,245 | $5,718-25.8% | $5,098-16.7% | $6,407-33.8% |
| Admin fee / account holder | $1,574 | $15,207-89.6% | $12,098-87.0% | $12,270-87.2% |