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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 | $462,349 | $57,119+709.4% | $85,187+442.7% | $80,935+471.3% |
| Participation rate | 7.5% | 56.4%-48.9pp | 67.5%-60.0pp | 67.7%-60.1pp |
| Annual return | 18.75% | 21.70%-2.9pp | 66.67%-47.9pp | 35.66%-16.9pp |
| Employer contribution / active EE | $517 | $1,802-71.3% | $2,732-81.1% | $2,757-81.2% |
| Participant deferral / active EE | $1,988 | $3,115-36.2% | $4,525-56.1% | $4,299-53.8% |
| Admin fee / account holder | $3,608 | $4,990-27.7% | $6,162-41.5% | $6,924-47.9% |