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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 | $853,257 | $115,911+636.1% | $100,530+748.8% | $158,950+436.8% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.4%-39.4pp | 82.0%-42.0pp |
| Annual return | 14.27% | 34.80%-20.5pp | 30.89%-16.6pp | 302.91%-288.6pp |
| Employer contribution / active EE | $2,608 | $4,104-36.5% | $3,418-23.7% | $4,762-45.2% |
| Participant deferral / active EE | $6,496 | $6,676-2.7% | $6,271+3.6% | $5,983+8.6% |
| Admin fee / account holder | $2,185 | $10,999-80.1% | $8,083-73.0% | $11,248-80.6% |