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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 | $289,048 | $29,670+874.2% | $56,054+415.7% | $80,911+257.2% |
| Participation rate | 17.7% | 41.7%-23.9pp | 52.5%-34.7pp | 67.6%-49.9pp |
| Annual return | 14.10% | 35.24%-21.1pp | 1705.95%-1691.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $567 | $670-15.3% | $1,039-45.4% | $2,756-79.4% |
| Participant deferral / active EE | $1,600 | $1,227+30.4% | $1,952-18.1% | $4,297-62.8% |
| Admin fee / account holder | $12,737 | $2,431+424.0% | $2,822+351.3% | $6,935+83.7% |