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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 | $366,730 | $106,267+245.1% | $96,520+280.0% | $139,456+163.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 26.87% | 38.45%-11.6pp | 35.72%-8.8pp | 373.45%-346.6pp |
| Employer contribution / active EE | $40,000 | $4,105+874.5% | $3,739+969.9% | $4,753+741.6% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,757 | $7,882-52.3% | $6,733-44.2% | $11,407-67.1% |