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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 | $285,044 | $88,702+221.3% | $81,780+248.5% | $145,978+95.3% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 10.58% | 1029.12%-1018.5pp | 776.27%-765.7pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,181 | $3,084-61.7% | $2,914-59.5% | $4,662-74.7% |
| Participant deferral / active EE | $3,992 | $4,645-14.1% | $4,321-7.6% | $6,690-40.3% |
| Admin fee / account holder | $6,729 | $8,414-20.0% | $7,384-8.9% | $13,400-49.8% |