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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 | $273,125 | $103,008+165.1% | $90,304+202.5% | $152,897+78.6% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 14.84% | 95.22%-80.4pp | 78.13%-63.3pp | 345.43%-330.6pp |
| Employer contribution / active EE | $801 | $3,139-74.5% | $2,855-71.9% | $4,764-83.2% |
| Participant deferral / active EE | $2,189 | $4,281-48.9% | $3,885-43.7% | $5,851-62.6% |
| Admin fee / account holder | $1,509 | $6,175-75.6% | $5,354-71.8% | $11,599-87.0% |