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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 | $1,020,484 | $92,219+1006.6% | $76,766+1229.3% | $135,382+653.8% |
| Participation rate | 4.2% | 79.8%-75.6pp | 77.0%-72.8pp | 82.6%-78.5pp |
| Annual return | -7.24% | 5.46%-12.7pp | 2.43%-9.7pp | 519.77%-527.0pp |
| Employer contribution / active EE | $786 | $3,216-75.6% | $2,485-68.4% | $4,779-83.6% |
| Participant deferral / active EE | $3,265 | $4,508-27.6% | $3,851-15.2% | $5,609-41.8% |
| Admin fee / account holder | $1,425 | $10,749-86.7% | $6,675-78.7% | $10,829-86.8% |