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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 | $289,921 | $132,634+118.6% | $115,768+150.4% | $137,256+111.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 11.51% | 160.70%-149.2pp | 100.46%-89.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,268 | $3,360-62.3% | $2,940-56.9% | $4,156-69.5% |
| Participant deferral / active EE | $8,108 | $5,619+44.3% | $4,917+64.9% | $6,407+26.5% |
| Admin fee / account holder | $1,288 | $15,028-91.4% | $12,439-89.6% | $12,270-89.5% |