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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 | $441,605 | $72,071+512.7% | $68,368+545.9% | $137,256+221.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 15.68% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $709 | $2,788-74.6% | $2,649-73.2% | $4,156-83.0% |
| Participant deferral / active EE | $9,671 | $4,410+119.3% | $4,123+134.6% | $6,407+50.9% |
| Admin fee / account holder | $2,568 | $5,336-51.9% | $5,150-50.1% | $12,270-79.1% |