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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 | $260,441 | $129,737+100.7% | $119,126+118.6% | $154,746+68.3% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 13.76% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,479 | $4,375-66.2% | $4,034-63.3% | $4,379-66.2% |
| Participant deferral / active EE | $4,654 | $5,842-20.3% | $5,318-12.5% | $6,730-30.9% |
| Admin fee / account holder | $2,596 | $11,961-78.3% | $10,693-75.7% | $14,365-81.9% |