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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 | $377,863 | $111,878+237.7% | $93,727+303.2% | $145,897+159.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 13.15% | 204.28%-191.1pp | 133.83%-120.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $956 | $3,092-69.1% | $2,421-60.5% | $4,663-79.5% |
| Participant deferral / active EE | $11,721 | $4,920+138.2% | $4,417+165.3% | $6,689+75.2% |
| Admin fee / account holder | $35,077 | $10,256+242.0% | $8,292+323.0% | $13,390+162.0% |