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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 | $279,635 | $117,846+137.3% | $102,434+173.0% | $145,884+91.7% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | 13.67% | 31.90%-18.2pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $5,234 | $3,615+44.8% | $3,023+73.1% | $4,662+12.3% |
| Participant deferral / active EE | $10,538 | $5,733+83.8% | $5,055+108.5% | $6,690+57.5% |
| Admin fee / account holder | $39,001 | $13,356+192.0% | $9,462+312.2% | $13,392+191.2% |