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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 | $117,829+244.2% | $102,423+296.0% | $145,877+178.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.51% | 31.83%-16.3pp | 29.42%-13.9pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,412 | $3,615-5.6% | $3,023+12.9% | $4,663-26.8% |
| Participant deferral / active EE | $5,300 | $5,732-7.5% | $5,054+4.9% | $6,691-20.8% |
| Admin fee / account holder | $3,563 | $13,335-73.3% | $9,455-62.3% | $13,402-73.4% |