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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 | $252,534 | $117,846+114.3% | $102,434+146.5% | $145,884+73.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.30% | 31.90%-20.6pp | 29.46%-18.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $6,466 | $3,615+78.9% | $3,023+113.9% | $4,662+38.7% |
| Participant deferral / active EE | $17,283 | $5,733+201.4% | $5,055+241.9% | $6,690+158.4% |
| Admin fee / account holder | $1,437 | $13,356-89.2% | $9,462-84.8% | $13,392-89.3% |