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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 | $260,320 | $176,786+47.3% | $146,643+77.5% | $167,536+55.4% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.94% | 24.04%-8.1pp | 22.75%-6.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $3,218 | $5,161-37.7% | $4,137-22.2% | $4,839-33.5% |
| Participant deferral / active EE | $11,212 | $6,440+74.1% | $5,506+103.6% | $6,342+76.8% |
| Admin fee / account holder | $834 | $13,262-93.7% | $10,280-91.9% | $12,315-93.2% |