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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 | $340,708 | $100,073+240.5% | $85,126+300.2% | $145,877+133.6% |
| Participation rate | 11.1% | 74.1%-63.0pp | 67.5%-56.4pp | 80.3%-69.2pp |
| Annual return | 18.74% | 84.11%-65.4pp | 66.63%-47.9pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,533 | $3,236-52.6% | $2,731-43.9% | $4,663-67.1% |
| Participant deferral / active EE | $3,389 | $5,294-36.0% | $4,523-25.1% | $6,691-49.3% |
| Admin fee / account holder | $2,550 | $7,261-64.9% | $6,160-58.6% | $13,402-81.0% |