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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 | $327,988 | $117,895+178.2% | $102,460+220.1% | $145,897+124.8% |
| Participation rate | 13.3% | 78.6%-65.3pp | 76.5%-63.2pp | 80.3%-67.0pp |
| Annual return | 16.60% | 31.92%-15.3pp | 29.47%-12.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,323 | $5,736-59.5% | $5,056-54.1% | $6,689-65.3% |
| Admin fee / account holder | $11,762 | $13,353-11.9% | $9,460+24.3% | $13,390-12.2% |