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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 | $277,288 | $114,119+143.0% | $107,187+158.7% | $138,895+99.6% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 20.12% | 273.21%-253.1pp | 204.55%-184.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,000 | $4,059-75.4% | $3,782-73.6% | $4,194-76.2% |
| Participant deferral / active EE | $5,292 | $5,538-4.4% | $5,096+3.8% | $6,396-17.3% |
| Admin fee / account holder | $5,112 | $10,024-49.0% | $9,162-44.2% | $12,562-59.3% |