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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 | $289,100 | $110,337+162.0% | $102,383+182.4% | $145,877+98.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.74% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,360 | $4,216-67.7% | $3,870-64.9% | $4,663-70.8% |
| Participant deferral / active EE | $9,840 | $5,621+75.1% | $5,060+94.5% | $6,691+47.1% |
| Admin fee / account holder | $1,173 | $9,750-88.0% | $8,391-86.0% | $13,402-91.2% |