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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 | $290,938 | $99,921+191.2% | $85,009+242.2% | $145,959+99.3% |
| Participation rate | 56.5% | 74.1%-17.6pp | 67.5%-11.0pp | 80.3%-23.8pp |
| Annual return | 16.87% | 83.89%-67.0pp | 66.47%-49.6pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,623 | $3,233-49.8% | $2,728-40.5% | $4,661-65.2% |
| Participant deferral / active EE | $2,324 | $5,293-56.1% | $4,522-48.6% | $6,689-65.3% |
| Admin fee / account holder | $15,921 | $7,252+119.5% | $6,153+158.8% | $13,398+18.8% |