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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 | $132,634+249.0% | $115,768+299.8% | $137,256+237.2% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.4%-44.4pp | 80.0%-50.0pp |
| Annual return | 15.71% | 160.70%-145.0pp | 100.46%-84.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $926 | $3,360-72.4% | $2,940-68.5% | $4,156-77.7% |
| Participant deferral / active EE | $8,802 | $5,619+56.7% | $4,917+79.0% | $6,407+37.4% |
| Admin fee / account holder | $3,533 | $15,028-76.5% | $12,439-71.6% | $12,270-71.2% |