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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 | $282,034 | $99,652+183.0% | $78,778+258.0% | $147,586+91.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 16.23% | 47.28%-31.1pp | 35.62%-19.4pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,196 | $2,796-21.5% | $1,986+10.6% | $4,876-55.0% |
| Participant deferral / active EE | $5,515 | $3,664+50.5% | $2,958+86.4% | $5,439+1.4% |
| Admin fee / account holder | $1,377 | $7,155-80.8% | $5,134-73.2% | $10,886-87.4% |