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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 | $380,774 | $102,595+271.1% | $94,057+304.8% | $154,746+146.1% |
| Participation rate | 26.7% | 76.0%-49.3pp | 73.3%-46.7pp | 80.7%-54.0pp |
| Annual return | 21.57% | 583.42%-561.8pp | 480.62%-459.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $714 | $3,147-77.3% | $2,933-75.7% | $4,379-83.7% |
| Participant deferral / active EE | $6,896 | $5,118+34.7% | $4,709+46.4% | $6,730+2.5% |
| Admin fee / account holder | $1,524 | $7,736-80.3% | $7,244-79.0% | $14,365-89.4% |