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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 | $332,427 | $36,948+799.7% | $73,658+351.3% | $87,485+280.0% |
| Participation rate | 16.2% | 46.8%-30.6pp | 57.0%-40.9pp | 68.9%-52.8pp |
| Annual return | 14.91% | 28.64%-13.7pp | 29.72%-14.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $477 | $670-28.9% | $1,032-53.8% | $2,596-81.6% |
| Participant deferral / active EE | $1,340 | $1,379-2.8% | $2,062-35.0% | $4,274-68.6% |
| Admin fee / account holder | $11,707 | $2,531+362.6% | $3,357+248.8% | $7,775+50.6% |