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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 | $326,639 | $100,895+223.7% | $90,430+261.2% | $158,950+105.5% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 14.01% | 1725.54%-1711.5pp | 1293.73%-1279.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $561 | $3,689-84.8% | $3,262-82.8% | $4,762-88.2% |
| Participant deferral / active EE | $6,029 | $4,347+38.7% | $3,963+52.1% | $5,983+0.8% |
| Admin fee / account holder | $437 | $6,505-93.3% | $5,613-92.2% | $11,248-96.1% |