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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 | $259,048 | $112,121+131.0% | $95,960+170.0% | $158,966+63.0% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 13.47% | 171.16%-157.7pp | 91.63%-78.2pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,437 | $3,199-55.1% | $2,541-43.4% | $4,762-69.8% |
| Participant deferral / active EE | $11,074 | $4,784+131.5% | $4,167+165.8% | $5,983+85.1% |
| Admin fee / account holder | $4,162 | $10,135-58.9% | $6,797-38.8% | $11,250-63.0% |