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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 | $288,544 | $176,786+63.2% | $146,643+96.8% | $167,536+72.2% |
| Participation rate | 55.0% | 83.6%-28.6pp | 80.1%-25.1pp | 82.1%-27.1pp |
| Annual return | 17.66% | 24.04%-6.4pp | 22.75%-5.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $1,094 | $5,161-78.8% | $4,137-73.5% | $4,839-77.4% |
| Participant deferral / active EE | $3,656 | $6,440-43.2% | $5,506-33.6% | $6,342-42.3% |
| Admin fee / account holder | $15,367 | $13,262+15.9% | $10,280+49.5% | $12,315+24.8% |