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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 | $405,593 | $117,895+244.0% | $102,460+295.9% | $145,897+178.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.51% | 31.92%-16.4pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,412 | $3,619-5.7% | $3,025+12.8% | $4,663-26.8% |
| Participant deferral / active EE | $5,300 | $5,736-7.6% | $5,056+4.8% | $6,689-20.8% |
| Admin fee / account holder | $3,563 | $13,353-73.3% | $9,460-62.3% | $13,390-73.4% |