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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 | $277,431 | $124,314+123.2% | $109,163+154.1% | $167,518+65.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 19.72% | 26.04%-6.3pp | 25.75%-6.0pp | 478.71%-459.0pp |
| Employer contribution / active EE | $1,208 | $4,209-71.3% | $3,723-67.5% | $4,838-75.0% |
| Participant deferral / active EE | $3,949 | $5,256-24.9% | $4,654-15.2% | $6,342-37.7% |
| Admin fee / account holder | $413 | $7,973-94.8% | $6,754-93.9% | $12,312-96.6% |