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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 | $265,391 | $70,366+277.2% | $66,674+298.0% | $138,895+91.1% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.7%-57.0pp | 79.9%-63.3pp |
| Annual return | 19.24% | 386.41%-367.2pp | 321.24%-302.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $867 | $2,765-68.7% | $2,620-66.9% | $4,194-79.3% |
| Participant deferral / active EE | $4,250 | $4,374-2.8% | $4,084+4.1% | $6,396-33.6% |
| Admin fee / account holder | $3,941 | $5,262-25.1% | $5,098-22.7% | $12,562-68.6% |