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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 | $379,516 | $111,814+239.4% | $103,378+267.1% | $145,978+160.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.40% | 24.80%-9.4pp | 24.91%-9.5pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,410 | $4,215-66.6% | $3,870-63.6% | $4,662-69.8% |
| Participant deferral / active EE | $13,070 | $5,618+132.7% | $5,058+158.4% | $6,690+95.4% |
| Admin fee / account holder | $6,925 | $9,764-29.1% | $8,401-17.6% | $13,400-48.3% |