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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 | $256,493 | $125,184+104.9% | $105,607+142.9% | $145,884+75.8% |
| Participation rate | 29.4% | 77.6%-48.2pp | 75.3%-45.9pp | 80.3%-50.9pp |
| Annual return | 9.35% | 225.00%-215.7pp | 116.11%-106.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,264 | $3,720-66.0% | $3,167-60.1% | $4,662-72.9% |
| Participant deferral / active EE | $5,319 | $5,714-6.9% | $5,011+6.1% | $6,690-20.5% |
| Admin fee / account holder | $1,149 | $17,133-93.3% | $10,958-89.5% | $13,392-91.4% |