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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 | $261,340 | $95,979+172.3% | $74,551+250.6% | $135,380+93.0% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | 3.97% | 56.97%-53.0pp | 32.53%-28.6pp | 519.81%-515.8pp |
| Employer contribution / active EE | $1,715 | $2,716-36.9% | $1,961-12.6% | $4,779-64.1% |
| Participant deferral / active EE | $2,298 | $3,844-40.2% | $3,108-26.1% | $5,609-59.0% |
| Admin fee / account holder | $3,467 | $6,522-46.8% | $5,059-31.5% | $10,828-68.0% |