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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 | $251,709 | $111,535+125.7% | $105,223+139.2% | $137,256+83.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.40% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,711 | $3,939-31.2% | $3,689-26.5% | $4,156-34.8% |
| Participant deferral / active EE | $7,842 | $5,500+42.6% | $5,072+54.6% | $6,407+22.4% |
| Admin fee / account holder | $1,057 | $9,721-89.1% | $8,859-88.1% | $12,270-91.4% |