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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 | $257,855 | $111,535+131.2% | $105,223+145.1% | $137,256+87.9% |
| Participation rate | 20.8% | 78.1%-57.3pp | 75.0%-54.2pp | 80.0%-59.1pp |
| Annual return | 15.28% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $826 | $3,939-79.0% | $3,689-77.6% | $4,156-80.1% |
| Participant deferral / active EE | $3,306 | $5,500-39.9% | $5,072-34.8% | $6,407-48.4% |
| Admin fee / account holder | $18,333 | $9,721+88.6% | $8,859+107.0% | $12,270+49.4% |