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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 | $257,331 | $103,008+149.8% | $90,304+185.0% | $152,897+68.3% |
| Participation rate | 42.1% | 75.9%-33.8pp | 73.3%-31.2pp | 82.5%-40.3pp |
| Annual return | 21.34% | 95.22%-73.9pp | 78.13%-56.8pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,478 | $3,139-52.9% | $2,855-48.2% | $4,764-69.0% |
| Participant deferral / active EE | $3,605 | $4,281-15.8% | $3,885-7.2% | $5,851-38.4% |
| Admin fee / account holder | $2,010 | $6,175-67.4% | $5,354-62.5% | $11,599-82.7% |