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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 | $323,263 | $101,069+219.8% | $81,478+296.7% | $147,585+119.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 18.13% | 32.40%-14.3pp | 38.78%-20.7pp | 578.57%-560.4pp |
| Employer contribution / active EE | $3,683 | $3,205+14.9% | $2,568+43.4% | $4,876-24.5% |
| Participant deferral / active EE | $12,372 | $4,242+191.7% | $3,537+249.8% | $5,439+127.5% |
| Admin fee / account holder | $11,605 | $5,812+99.7% | $4,561+154.4% | $10,885+6.6% |