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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 | $279,112 | $125,184+123.0% | $105,607+164.3% | $145,884+91.3% |
| Participation rate | 31.6% | 77.6%-46.1pp | 75.3%-43.7pp | 80.3%-48.7pp |
| Annual return | 12.31% | 225.00%-212.7pp | 116.11%-103.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $981 | $3,720-73.6% | $3,167-69.0% | $4,662-79.0% |
| Participant deferral / active EE | $3,308 | $5,714-42.1% | $5,011-34.0% | $6,690-50.6% |
| Admin fee / account holder | $11,051 | $17,133-35.5% | $10,958+0.8% | $13,392-17.5% |