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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 | $364,390 | $70,366+417.9% | $66,674+446.5% | $138,895+162.3% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 14.80% | 386.41%-371.6pp | 321.24%-306.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,522 | $2,765-44.9% | $2,620-41.9% | $4,194-63.7% |
| Participant deferral / active EE | $7,941 | $4,374+81.5% | $4,084+94.4% | $6,396+24.1% |
| Admin fee / account holder | $324 | $5,262-93.9% | $5,098-93.7% | $12,562-97.4% |