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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 | $102,393+176.8% | $147,041+92.8% | $80,911+250.3% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 17.33% | 134.95%-117.6pp | 419.21%-401.9pp | 35.63%-18.3pp |
| Employer contribution / active EE | $1,999 | $3,715-46.2% | $4,935-59.5% | $2,756-27.5% |
| Participant deferral / active EE | $9,614 | $6,647+44.6% | $8,071+19.1% | $4,297+123.7% |
| Admin fee / account holder | $6,888 | $7,943-13.3% | $13,006-47.0% | $6,935-0.7% |