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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 | $279,987 | $37,436+647.9% | $77,513+261.2% | $79,858+250.6% |
| Participation rate | 7.1% | 41.5%-34.4pp | 54.2%-47.0pp | 69.6%-62.5pp |
| Annual return | 11.69% | 39.75%-28.1pp | 54.81%-43.1pp | 31.72%-20.0pp |
| Employer contribution / active EE | $181 | $637-71.6% | $987-81.7% | $2,471-92.7% |
| Participant deferral / active EE | $793 | $1,261-37.1% | $1,861-57.4% | $3,740-78.8% |
| Admin fee / account holder | $5,456 | $2,505+117.8% | $2,859+90.8% | $5,306+2.8% |