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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 | $287,638 | $65,555+338.8% | $86,216+233.6% | $75,173+282.6% |
| Participation rate | 12.9% | 60.5%-47.6pp | 69.0%-56.1pp | 67.2%-54.3pp |
| Annual return | 13.91% | 46.07%-32.2pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,659 | $1,553+6.8% | $2,382-30.4% | $2,671-37.9% |
| Participant deferral / active EE | $3,387 | $3,023+12.0% | $3,986-15.0% | $4,126-17.9% |
| Admin fee / account holder | $4,868 | $5,469-11.0% | $6,853-29.0% | $5,651-13.8% |