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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 | $259,213 | $134,817+92.3% | $123,973+109.1% | $155,188+67.0% |
| Participation rate | 38.5% | 79.4%-40.9pp | 76.7%-38.2pp | 80.8%-42.3pp |
| Annual return | 17.54% | 515.49%-497.9pp | 388.13%-370.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,196 | $4,425-73.0% | $4,126-71.0% | $4,248-71.8% |
| Participant deferral / active EE | $10,212 | $5,706+79.0% | $5,247+94.6% | $6,531+56.4% |
| Admin fee / account holder | $2,768 | $13,245-79.1% | $11,799-76.5% | $14,480-80.9% |