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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 | $257,431 | $96,678+166.3% | $86,640+197.1% | $139,466+84.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 20.84% | 106.69%-85.8pp | 592.52%-571.7pp | 373.66%-352.8pp |
| Employer contribution / active EE | $1,801 | $3,265-44.8% | $3,024-40.4% | $4,754-62.1% |
| Participant deferral / active EE | $12,200 | $4,837+152.2% | $4,438+174.9% | $6,712+81.8% |
| Admin fee / account holder | $2,737 | $6,410-57.3% | $5,616-51.3% | $11,409-76.0% |