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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 | $479,810 | $124,980+283.9% | $108,359+342.8% | $154,746+210.1% |
| Participation rate | 28.6% | 75.2%-46.6pp | 70.1%-41.6pp | 80.7%-52.1pp |
| Annual return | 10.65% | 45.00%-34.3pp | 36.89%-26.2pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,113 | $2,851-61.0% | $2,399-53.6% | $4,379-74.6% |
| Participant deferral / active EE | $2,393 | $4,743-49.5% | $4,137-42.1% | $6,730-64.4% |
| Admin fee / account holder | $66,639 | $11,502+479.4% | $9,741+584.1% | $14,365+363.9% |