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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 | $134,817+115.4% | $123,973+134.2% | $155,188+87.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 11.70% | 515.49%-503.8pp | 388.13%-376.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $2,775 | $4,425-37.3% | $4,126-32.7% | $4,248-34.7% |
| Participant deferral / active EE | $12,400 | $5,706+117.3% | $5,247+136.3% | $6,531+89.9% |
| Admin fee / account holder | $303 | $13,245-97.7% | $11,799-97.4% | $14,480-97.9% |