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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 | $412,215 | $111,535+269.6% | $105,223+291.8% | $137,256+200.3% |
| Participation rate | 31.6% | 78.1%-46.5pp | 75.0%-43.5pp | 80.0%-48.4pp |
| Annual return | 15.13% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $950 | $3,939-75.9% | $3,689-74.3% | $4,156-77.1% |
| Participant deferral / active EE | $3,048 | $5,500-44.6% | $5,072-39.9% | $6,407-52.4% |
| Admin fee / account holder | $6,727 | $9,721-30.8% | $8,859-24.1% | $12,270-45.2% |