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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 | $319,820 | $81,358+293.1% | $155,556+105.6% | $80,959+295.0% |
| Participation rate | 46.7% | 66.3%-19.6pp | 78.2%-31.6pp | 67.7%-21.0pp |
| Annual return | 17.70% | 33.39%-15.7pp | 64.84%-47.1pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,471 | $3,106-52.7% | $4,675-68.5% | $2,757-46.7% |
| Participant deferral / active EE | $4,588 | $3,455+32.8% | $5,631-18.5% | $4,300+6.7% |
| Admin fee / account holder | $56,335 | $7,994+604.8% | $15,885+254.6% | $6,925+713.5% |