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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 | $359,971 | $129,737+177.5% | $119,126+202.2% | $154,746+132.6% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 14.32% | 379.08%-364.8pp | 282.11%-267.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $973 | $4,375-77.8% | $4,034-75.9% | $4,379-77.8% |
| Participant deferral / active EE | $3,003 | $5,842-48.6% | $5,318-43.5% | $6,730-55.4% |
| Admin fee / account holder | $10,034 | $11,961-16.1% | $10,693-6.2% | $14,365-30.2% |