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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 | $288,001 | $100,203+187.4% | $85,240+237.9% | $145,897+97.4% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 17.98% | 84.28%-66.3pp | 66.75%-48.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,143 | $3,242-33.9% | $2,735-21.7% | $4,663-54.0% |
| Participant deferral / active EE | $6,836 | $5,299+29.0% | $4,527+51.0% | $6,689+2.2% |
| Admin fee / account holder | $1,237 | $7,265-83.0% | $6,165-79.9% | $13,390-90.8% |