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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 | $271,238 | $96,508+181.1% | $75,901+257.4% | $152,897+77.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 16.22% | 33.99%-17.8pp | 30.76%-14.5pp | 345.43%-329.2pp |
| Employer contribution / active EE | $3,120 | $3,310-5.7% | $2,501+24.8% | $4,764-34.5% |
| Participant deferral / active EE | $16,666 | $4,554+266.0% | $3,603+362.5% | $5,851+184.8% |
| Admin fee / account holder | $473 | $8,081-94.2% | $5,420-91.3% | $11,599-95.9% |