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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 | $282,995 | $125,778+125.0% | $114,563+147.0% | $154,746+82.9% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.9%-54.7pp | 80.7%-62.5pp |
| Annual return | 18.39% | 295.14%-276.7pp | 241.09%-222.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $255 | $2,806-90.9% | $2,592-90.2% | $4,379-94.2% |
| Participant deferral / active EE | $4,727 | $4,445+6.4% | $4,142+14.1% | $6,730-29.8% |
| Admin fee / account holder | $1,091 | $8,190-86.7% | $7,623-85.7% | $14,365-92.4% |