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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 | $391,430 | $78,690+397.4% | $161,489+142.4% | $87,485+347.4% |
| Participation rate | 35.9% | 67.5%-31.6pp | 78.7%-42.8pp | 68.9%-33.0pp |
| Annual return | 17.99% | 32.74%-14.8pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $820 | $2,588-68.3% | $4,268-80.8% | $2,596-68.4% |
| Participant deferral / active EE | $2,891 | $3,311-12.7% | $5,630-48.6% | $4,274-32.4% |
| Admin fee / account holder | $11,706 | $6,724+74.1% | $16,006-26.9% | $7,775+50.6% |