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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 | $436,586 | $102,245+327.0% | $89,340+388.7% | $137,256+218.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.16% | 21.89%-8.7pp | 20.57%-7.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $413 | $2,529-83.7% | $2,231-81.5% | $4,156-90.1% |
| Participant deferral / active EE | $3,809 | $4,436-14.1% | $3,823-0.4% | $6,407-40.6% |
| Admin fee / account holder | $3,139 | $8,085-61.2% | $6,704-53.2% | $12,270-74.4% |