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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 | $275,624 | $99,921+175.8% | $85,009+224.2% | $145,959+88.8% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.8pp | 80.3%-38.6pp |
| Annual return | 11.12% | 83.89%-72.8pp | 66.47%-55.3pp | 561.95%-550.8pp |
| Employer contribution / active EE | $923 | $3,233-71.4% | $2,728-66.2% | $4,661-80.2% |
| Participant deferral / active EE | $5,756 | $5,293+8.7% | $4,522+27.3% | $6,689-13.9% |
| Admin fee / account holder | $2,181 | $7,252-69.9% | $6,153-64.6% | $13,398-83.7% |