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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 | $271,102 | $70,366+285.3% | $66,674+306.6% | $138,895+95.2% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.7%-28.2pp | 79.9%-34.5pp |
| Annual return | 14.98% | 386.41%-371.4pp | 321.24%-306.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $682 | $2,765-75.3% | $2,620-74.0% | $4,194-83.7% |
| Participant deferral / active EE | $6,349 | $4,374+45.1% | $4,084+55.5% | $6,396-0.7% |
| Admin fee / account holder | $1,014 | $5,262-80.7% | $5,098-80.1% | $12,562-91.9% |