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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 | $276,376 | $102,638+169.3% | $81,982+237.1% | $158,982+73.8% |
| Participation rate | 30.8% | 75.5%-44.8pp | 69.3%-38.5pp | 82.0%-51.2pp |
| Annual return | 16.02% | 61.05%-45.0pp | 41.31%-25.3pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,178 | $3,241-63.6% | $2,498-52.8% | $4,763-75.3% |
| Participant deferral / active EE | $2,481 | $4,649-46.6% | $3,722-33.4% | $5,983-58.5% |
| Admin fee / account holder | $652 | $8,237-92.1% | $5,665-88.5% | $11,252-94.2% |