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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 | $348,741 | $72,071+383.9% | $68,368+410.1% | $137,256+154.1% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 18.03% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,200 | $2,788-57.0% | $2,649-54.7% | $4,156-71.1% |
| Participant deferral / active EE | $3,486 | $4,410-20.9% | $4,123-15.4% | $6,407-45.6% |
| Admin fee / account holder | $913 | $5,336-82.9% | $5,150-82.3% | $12,270-92.6% |