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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 | $261,865 | $160,028+63.6% | $147,080+78.0% | $145,884+79.5% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 13.56% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,396 | $5,286-54.7% | $4,933-51.4% | $4,662-48.6% |
| Participant deferral / active EE | $5,221 | $8,422-38.0% | $8,066-35.3% | $6,690-21.9% |
| Admin fee / account holder | $722 | $15,030-95.2% | $12,989-94.4% | $13,392-94.6% |