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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 | $278,438 | $166,089+67.6% | $164,928+68.8% | $145,978+90.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 14.93% | 100.26%-85.3pp | 70.08%-55.2pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,649 | $5,276-68.8% | $4,343-62.0% | $4,662-64.6% |
| Participant deferral / active EE | $9,514 | $6,961+36.7% | $6,034+57.7% | $6,690+42.2% |
| Admin fee / account holder | $3,734 | $16,641-77.6% | $12,684-70.6% | $13,400-72.1% |