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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 | $285,978 | $132,099+116.5% | $115,599+147.4% | $138,895+105.9% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.3%-57.6pp | 79.9%-63.3pp |
| Annual return | 13.83% | 176.76%-162.9pp | 111.10%-97.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,344 | $3,416-60.6% | $2,955-54.5% | $4,194-67.9% |
| Participant deferral / active EE | $14,136 | $5,617+151.7% | $4,889+189.1% | $6,396+121.0% |
| Admin fee / account holder | $19,114 | $15,650+22.1% | $12,841+48.9% | $12,562+52.2% |