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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 | $336,442 | $67,823+396.1% | $52,425+541.8% | $137,256+145.1% |
| Participation rate | 27.3% | 63.9%-36.6pp | 55.6%-28.4pp | 80.0%-52.7pp |
| Annual return | 31.26% | 219.11%-187.8pp | 302.12%-270.9pp | 220.34%-189.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,761 | $2,288+20.7% | $1,790+54.2% | $6,407-56.9% |
| Admin fee / account holder | $10,071 | $2,844+254.1% | $2,495+303.6% | $12,270-17.9% |