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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 | $443,687 | $117,829+276.6% | $102,423+333.2% | $145,877+204.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.88% | 31.83%-21.0pp | 29.42%-18.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,413 | $3,615-60.9% | $3,023-53.3% | $4,663-69.7% |
| Participant deferral / active EE | $5,007 | $5,732-12.7% | $5,054-0.9% | $6,691-25.2% |
| Admin fee / account holder | $9,187 | $13,335-31.1% | $9,455-2.8% | $13,402-31.4% |