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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 | $100,139+153.7% | $85,187+198.2% | $145,884+74.1% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 14.64% | 84.15%-69.5pp | 66.67%-52.0pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,140 | $3,238-33.9% | $2,732-21.7% | $4,662-54.1% |
| Participant deferral / active EE | $6,571 | $5,296+24.1% | $4,525+45.2% | $6,690-1.8% |
| Admin fee / account holder | $1,631 | $7,262-77.5% | $6,162-73.5% | $13,392-87.8% |