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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 | $425,118 | $152,592+178.6% | $125,180+239.6% | $152,885+178.1% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 25.39% | 54.84%-29.4pp | 43.79%-18.4pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,938 | $4,947-60.8% | $3,866-49.9% | $4,763-59.3% |
| Participant deferral / active EE | $5,617 | $5,868-4.3% | $4,937+13.8% | $5,851-4.0% |
| Admin fee / account holder | $1,977 | $13,435-85.3% | $9,703-79.6% | $11,598-83.0% |