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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 | $252,934 | $152,612+65.7% | $125,192+102.0% | $152,897+65.4% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.5%-29.5pp |
| Annual return | 25.07% | 54.85%-29.8pp | 43.79%-18.7pp | 345.43%-320.4pp |
| Employer contribution / active EE | $1,348 | $4,947-72.8% | $3,866-65.1% | $4,764-71.7% |
| Participant deferral / active EE | $6,167 | $5,868+5.1% | $4,937+24.9% | $5,851+5.4% |
| Admin fee / account holder | $16,416 | $13,437+22.2% | $9,704+69.2% | $11,599+41.5% |