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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 | $269,996 | $115,810+133.1% | $101,271+166.6% | $158,966+69.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 14.20% | 56.15%-42.0pp | 46.48%-32.3pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,224 | $4,175-70.7% | $3,660-66.6% | $4,762-74.3% |
| Participant deferral / active EE | $8,628 | $4,958+74.0% | $4,371+97.4% | $5,983+44.2% |
| Admin fee / account holder | $2,145 | $7,248-70.4% | $5,948-63.9% | $11,250-80.9% |