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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 | $254,044 | $99,921+154.2% | $85,009+198.8% | $145,959+74.1% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 14.64% | 83.89%-69.2pp | 66.47%-51.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,140 | $3,233-33.8% | $2,728-21.6% | $4,661-54.1% |
| Participant deferral / active EE | $6,571 | $5,293+24.2% | $4,522+45.3% | $6,689-1.8% |
| Admin fee / account holder | $1,631 | $7,252-77.5% | $6,153-73.5% | $13,398-87.8% |