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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 | $314,290 | $29,736+956.9% | $56,033+460.9% | $80,935+288.3% |
| Participation rate | 11.2% | 41.7%-30.5pp | 52.5%-41.3pp | 67.7%-56.4pp |
| Annual return | 13.26% | 35.28%-22.0pp | 1711.38%-1698.1pp | 35.66%-22.4pp |
| Employer contribution / active EE | $399 | $671-40.6% | $1,041-61.7% | $2,757-85.5% |
| Participant deferral / active EE | $1,005 | $1,228-18.2% | $1,954-48.5% | $4,299-76.6% |
| Admin fee / account holder | $2,236 | $2,434-8.1% | $2,827-20.9% | $6,924-67.7% |