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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 | $310,595 | $103,008+201.5% | $90,304+243.9% | $152,897+103.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 23.53% | 95.22%-71.7pp | 78.13%-54.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $2,759 | $3,139-12.1% | $2,855-3.4% | $4,764-42.1% |
| Participant deferral / active EE | $12,500 | $4,281+192.0% | $3,885+221.7% | $5,851+113.6% |
| Admin fee / account holder | $374 | $6,175-94.0% | $5,354-93.0% | $11,599-96.8% |