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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 | $111,535+222.7% | $105,223+242.1% | $137,256+162.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 14.32% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $973 | $3,939-75.3% | $3,689-73.6% | $4,156-76.6% |
| Participant deferral / active EE | $3,003 | $5,500-45.4% | $5,072-40.8% | $6,407-53.1% |
| Admin fee / account holder | $10,034 | $9,721+3.2% | $8,859+13.3% | $12,270-18.2% |