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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 | $290,396 | $129,737+123.8% | $119,126+143.8% | $154,746+87.7% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 11.70% | 379.08%-367.4pp | 282.11%-270.4pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,775 | $4,375-36.6% | $4,034-31.2% | $4,379-36.6% |
| Participant deferral / active EE | $12,400 | $5,842+112.3% | $5,318+133.2% | $6,730+84.2% |
| Admin fee / account holder | $303 | $11,961-97.5% | $10,693-97.2% | $14,365-97.9% |