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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 | $261,927 | $67,823+286.2% | $52,425+399.6% | $137,256+90.8% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 17.81% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $75 | $1,163-93.6% | $914-91.8% | $4,156-98.2% |
| Participant deferral / active EE | $2,885 | $2,288+26.1% | $1,790+61.1% | $6,407-55.0% |
| Admin fee / account holder | $1,584 | $2,844-44.3% | $2,495-36.5% | $12,270-87.1% |