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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 | $378,775 | $97,125+290.0% | $86,233+339.2% | $137,256+176.0% |
| Participation rate | 9.1% | 74.2%-65.1pp | 69.0%-59.9pp | 80.0%-70.9pp |
| Annual return | 16.10% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $388 | $2,841-86.3% | $2,504-84.5% | $4,156-90.7% |
| Participant deferral / active EE | $2,773 | $5,180-46.5% | $4,559-39.2% | $6,407-56.7% |
| Admin fee / account holder | $6,365 | $9,725-34.6% | $8,342-23.7% | $12,270-48.1% |