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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 | $28,624+1061.4% | $53,647+519.7% | $82,637+302.3% |
| Participation rate | 16.2% | 47.3%-31.1pp | 56.3%-40.1pp | 68.1%-51.9pp |
| Annual return | 14.91% | 664.98%-650.1pp | 358.33%-343.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $477 | $637-25.1% | $962-50.5% | $2,552-81.3% |
| Participant deferral / active EE | $1,340 | $1,196+12.1% | $1,813-26.1% | $4,126-67.5% |
| Admin fee / account holder | $11,707 | $2,022+479.0% | $2,460+375.9% | $7,339+59.5% |