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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 | $330,149 | $157,296+109.9% | $141,191+133.8% | $152,897+115.9% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 17.97% | 64.34%-46.4pp | 71.41%-53.4pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,283 | $5,262-75.6% | $4,736-72.9% | $4,764-73.1% |
| Participant deferral / active EE | $4,446 | $7,111-37.5% | $6,710-33.7% | $5,851-24.0% |
| Admin fee / account holder | $870 | $12,125-92.8% | $10,264-91.5% | $11,599-92.5% |