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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 | $441,790 | $111,814+295.1% | $103,374+327.4% | $145,959+202.7% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 10.04% | 24.77%-14.7pp | 24.89%-14.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,906 | $4,214-31.0% | $3,869-24.9% | $4,661-37.7% |
| Participant deferral / active EE | $8,182 | $5,618+45.6% | $5,058+61.8% | $6,689+22.3% |
| Admin fee / account holder | $15,042 | $9,754+54.2% | $8,394+79.2% | $13,398+12.3% |