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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 | $288,127 | $90,397+218.7% | $76,002+279.1% | $145,959+97.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.41% | 621.97%-604.6pp | 360.07%-342.7pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,630 | $3,317-20.7% | $2,688-2.2% | $4,661-43.6% |
| Participant deferral / active EE | $9,950 | $5,163+92.7% | $4,257+133.8% | $6,689+48.8% |
| Admin fee / account holder | $3,104 | $8,369-62.9% | $6,414-51.6% | $13,398-76.8% |