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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 | $274,525 | $106,918+156.8% | $84,021+226.7% | $152,897+79.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 22.16% | 105.01%-82.8pp | 71.32%-49.2pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,789 | $2,735-34.6% | $1,984-9.8% | $4,764-62.4% |
| Participant deferral / active EE | $5,871 | $4,012+46.3% | $3,239+81.3% | $5,851+0.3% |
| Admin fee / account holder | $2,785 | $8,288-66.4% | $6,102-54.4% | $11,599-76.0% |