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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 | $281,708 | $108,942+158.6% | $100,415+180.5% | $145,897+93.1% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 11.90% | 58.27%-46.4pp | 49.47%-37.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,768 | $4,422-60.0% | $3,943-55.2% | $4,663-62.1% |
| Participant deferral / active EE | $5,351 | $8,461-36.8% | $8,091-33.9% | $6,689-20.0% |
| Admin fee / account holder | $4,107 | $9,702-57.7% | $7,906-48.1% | $13,390-69.3% |