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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 | $300,582 | $107,666+179.2% | $102,184+194.2% | $154,746+94.2% |
| Participation rate | 63.6% | 83.7%-20.1pp | 82.6%-19.0pp | 80.7%-17.1pp |
| Annual return | 15.83% | 29.33%-13.5pp | 31.58%-15.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,206 | $8,719+5.6% | $8,309+10.8% | $6,730+36.8% |
| Admin fee / account holder | $74,412 | $12,943+474.9% | $11,609+541.0% | $14,365+418.0% |