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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 | $283,453 | $102,385+176.8% | $147,080+92.7% | $80,935+250.2% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 17.33% | 135.09%-117.8pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,999 | $3,717-46.2% | $4,933-59.5% | $2,757-27.5% |
| Participant deferral / active EE | $9,614 | $6,651+44.6% | $8,066+19.2% | $4,299+123.6% |
| Admin fee / account holder | $6,888 | $7,951-13.4% | $12,989-47.0% | $6,924-0.5% |