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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 | $363,484 | $100,073+263.2% | $85,126+327.0% | $145,877+149.2% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 21.28% | 84.11%-62.8pp | 66.63%-45.4pp | 551.28%-530.0pp |
| Employer contribution / active EE | $2,803 | $3,236-13.4% | $2,731+2.6% | $4,663-39.9% |
| Participant deferral / active EE | $8,281 | $5,294+56.4% | $4,523+83.1% | $6,691+23.8% |
| Admin fee / account holder | $1,742 | $7,261-76.0% | $6,160-71.7% | $13,402-87.0% |