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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 | $349,222 | $109,908+217.7% | $97,161+259.4% | $145,978+139.2% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.8pp |
| Annual return | 19.85% | 243.80%-223.9pp | 75.36%-55.5pp | 550.52%-530.7pp |
| Employer contribution / active EE | $825 | $3,077-73.2% | $2,723-69.7% | $4,662-82.3% |
| Participant deferral / active EE | $8,613 | $4,679+84.1% | $4,265+101.9% | $6,690+28.7% |
| Admin fee / account holder | $2,889 | $6,213-53.5% | $5,647-48.8% | $13,400-78.4% |