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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 | $343,537 | $123,412+178.4% | $69,460+394.6% | $145,978+135.3% |
| Participation rate | 66.7% | 69.2%-2.6pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 15.12% | 191.25%-176.1pp | 100.80%-85.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $700 | $2,684-73.9% | $1,714-59.2% | $4,662-85.0% |
| Participant deferral / active EE | $8,667 | $4,240+104.4% | $2,890+199.9% | $6,690+29.6% |
| Admin fee / account holder | $2,011 | $7,816-74.3% | $4,695-57.2% | $13,400-85.0% |