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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 | $568,675 | $176,831+221.6% | $146,674+287.7% | $167,497+239.5% |
| Participation rate | 35.7% | 83.6%-47.9pp | 80.1%-44.4pp | 82.1%-46.4pp |
| Annual return | 10.84% | 24.04%-13.2pp | 22.75%-11.9pp | 478.62%-467.8pp |
| Employer contribution / active EE | $1,366 | $5,161-73.5% | $4,137-67.0% | $4,838-71.8% |
| Participant deferral / active EE | $4,469 | $6,440-30.6% | $5,506-18.8% | $6,341-29.5% |
| Admin fee / account holder | $11,030 | $13,261-16.8% | $10,280+7.3% | $12,310-10.4% |