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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 | $462,841 | $132,099+250.4% | $115,599+300.4% | $138,895+233.2% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.3%-44.3pp | 79.9%-49.9pp |
| Annual return | 15.71% | 176.76%-161.0pp | 111.10%-95.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $926 | $3,416-72.9% | $2,955-68.7% | $4,194-77.9% |
| Participant deferral / active EE | $8,802 | $5,617+56.7% | $4,889+80.0% | $6,396+37.6% |
| Admin fee / account holder | $3,533 | $15,650-77.4% | $12,841-72.5% | $12,562-71.9% |