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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 | $271,762 | $183,592+48.0% | $155,574+74.7% | $145,877+86.3% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 15.81% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,541 | $5,317-71.0% | $4,676-67.0% | $4,663-67.0% |
| Participant deferral / active EE | $5,726 | $6,466-11.4% | $5,629+1.7% | $6,691-14.4% |
| Admin fee / account holder | $1,235 | $19,316-93.6% | $15,914-92.2% | $13,402-90.8% |