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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 | $352,919 | $106,247+232.2% | $96,515+265.7% | $139,466+153.0% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 14.90% | 38.47%-23.6pp | 35.73%-20.8pp | 373.66%-358.8pp |
| Employer contribution / active EE | $969 | $4,106-76.4% | $3,740-74.1% | $4,754-79.6% |
| Participant deferral / active EE | $7,500 | $5,456+37.5% | $4,880+53.7% | $6,712+11.7% |
| Admin fee / account holder | $22,040 | $7,885+179.5% | $6,735+227.2% | $11,409+93.2% |