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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 | $337,575 | $100,203+236.9% | $85,240+296.0% | $145,897+131.4% |
| Participation rate | 47.1% | 74.1%-27.0pp | 67.5%-20.5pp | 80.3%-33.2pp |
| Annual return | 20.99% | 84.28%-63.3pp | 66.75%-45.8pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,436 | $3,242-24.9% | $2,735-10.9% | $4,663-47.8% |
| Participant deferral / active EE | $5,613 | $5,299+5.9% | $4,527+24.0% | $6,689-16.1% |
| Admin fee / account holder | $21,152 | $7,265+191.2% | $6,165+243.1% | $13,390+58.0% |