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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 | $274,091 | $165,399+65.7% | $149,745+83.0% | $158,982+72.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.22% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,470 | $5,105-71.2% | $4,646-68.4% | $4,763-69.1% |
| Participant deferral / active EE | $8,643 | $7,183+20.3% | $6,843+26.3% | $5,983+44.4% |
| Admin fee / account holder | $6,301 | $10,811-41.7% | $9,312-32.3% | $11,252-44.0% |