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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 | $667,778 | $41,016+1528.1% | $152,093+339.1% | $64,097+941.8% |
| Participation rate | 7.0% | 51.3%-44.3pp | 77.8%-70.7pp | 55.2%-48.2pp |
| Annual return | 15.51% | 39.60%-24.1pp | 66.36%-50.8pp | 34.64%-19.1pp |
| Employer contribution / active EE | $520 | $1,342-61.3% | $4,175-87.5% | $1,891-72.5% |
| Participant deferral / active EE | $1,157 | $1,927-40.0% | $5,451-78.8% | $3,080-62.4% |
| Admin fee / account holder | $159,287 | $2,305+6809.7% | $14,497+998.8% | $3,454+4511.0% |