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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 | $391,804 | $211,288+85.4% | $178,540+119.4% | $145,884+168.6% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.17% | 30.27%-16.1pp | 27.15%-13.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $707 | $4,574-84.5% | $3,953-82.1% | $4,662-84.8% |
| Participant deferral / active EE | $5,867 | $6,967-15.8% | $6,281-6.6% | $6,690-12.3% |
| Admin fee / account holder | $15,581 | $12,105+28.7% | $10,424+49.5% | $13,392+16.3% |