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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 | $328,017 | $67,823+383.6% | $52,425+525.7% | $137,256+139.0% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 11.09% | 219.11%-208.0pp | 302.12%-291.0pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,250 | $1,163+7.5% | $914+36.7% | $4,156-69.9% |
| Participant deferral / active EE | $4,214 | $2,288+84.2% | $1,790+135.3% | $6,407-34.2% |
| Admin fee / account holder | $6,932 | $2,844+143.7% | $2,495+177.9% | $12,270-43.5% |