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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 | $391,479 | $70,366+456.3% | $66,674+487.2% | $138,895+181.9% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 14.23% | 386.41%-372.2pp | 321.24%-307.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $987 | $2,765-64.3% | $2,620-62.3% | $4,194-76.5% |
| Participant deferral / active EE | $8,857 | $4,374+102.5% | $4,084+116.9% | $6,396+38.5% |
| Admin fee / account holder | $4,208 | $5,262-20.0% | $5,098-17.5% | $12,562-66.5% |