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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 | $211,239+85.5% | $178,528+119.5% | $145,877+168.6% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.17% | 30.22%-16.1pp | 27.11%-12.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $707 | $4,570-84.5% | $3,950-82.1% | $4,663-84.8% |
| Participant deferral / active EE | $5,867 | $6,963-15.7% | $6,278-6.6% | $6,691-12.3% |
| Admin fee / account holder | $15,581 | $12,095+28.8% | $10,419+49.5% | $13,402+16.3% |