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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 | $263,857 | $103,000+156.2% | $90,300+192.2% | $152,885+72.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 22.80% | 95.19%-72.4pp | 78.11%-55.3pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,980 | $3,138-36.9% | $2,854-30.6% | $4,763-58.4% |
| Participant deferral / active EE | $9,500 | $4,281+121.9% | $3,884+144.6% | $5,851+62.4% |
| Admin fee / account holder | $1,738 | $6,173-71.8% | $5,353-67.5% | $11,598-85.0% |