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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 | $283,297 | $118,695+138.7% | $98,916+186.4% | $158,950+78.2% |
| Participation rate | 18.2% | 77.8%-59.6pp | 76.0%-57.8pp | 82.0%-63.8pp |
| Annual return | 12.57% | 372.39%-359.8pp | 196.45%-183.9pp | 302.91%-290.3pp |
| Employer contribution / active EE | $596 | $3,333-82.1% | $2,689-77.8% | $4,762-87.5% |
| Participant deferral / active EE | $4,135 | $5,088-18.7% | $4,245-2.6% | $5,983-30.9% |
| Admin fee / account holder | $699 | $10,132-93.1% | $6,642-89.5% | $11,248-93.8% |