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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 | $296,746 | $129,737+128.7% | $119,126+149.1% | $154,746+91.8% |
| Participation rate | 30.0% | 78.9%-48.9pp | 75.8%-45.8pp | 80.7%-50.7pp |
| Annual return | 19.20% | 379.08%-359.9pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,249 | $4,375-48.6% | $4,034-44.3% | $4,379-48.7% |
| Participant deferral / active EE | $8,550 | $5,842+46.4% | $5,318+60.8% | $6,730+27.0% |
| Admin fee / account holder | $2,172 | $11,961-81.8% | $10,693-79.7% | $14,365-84.9% |