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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 | $333,890 | $129,737+157.4% | $119,126+180.3% | $154,746+115.8% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 19.28% | 379.08%-359.8pp | 282.11%-262.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,515 | $4,375-65.4% | $4,034-62.4% | $4,379-65.4% |
| Participant deferral / active EE | $3,938 | $5,842-32.6% | $5,318-25.9% | $6,730-41.5% |
| Admin fee / account holder | $8,807 | $11,961-26.4% | $10,693-17.6% | $14,365-38.7% |