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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 | $380,291 | $117,895+222.6% | $102,460+271.2% | $145,897+160.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 9.33% | 31.92%-22.6pp | 29.47%-20.1pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,930 | $3,619-46.7% | $3,025-36.2% | $4,663-58.6% |
| Participant deferral / active EE | $2,412 | $5,736-57.9% | $5,056-52.3% | $6,689-63.9% |
| Admin fee / account holder | $3,318 | $13,353-75.2% | $9,460-64.9% | $13,390-75.2% |