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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 | $319,643 | $106,267+200.8% | $96,520+231.2% | $139,456+129.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 18.44% | 38.45%-20.0pp | 35.72%-17.3pp | 373.45%-355.0pp |
| Employer contribution / active EE | $930 | $4,105-77.3% | $3,739-75.1% | $4,753-80.4% |
| Participant deferral / active EE | $9,932 | $5,454+82.1% | $4,879+103.6% | $6,711+48.0% |
| Admin fee / account holder | $7,391 | $7,882-6.2% | $6,733+9.8% | $11,407-35.2% |