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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 | $259,475 | $132,634+95.6% | $115,768+124.1% | $137,256+89.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 12.74% | 160.70%-148.0pp | 100.46%-87.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,493 | $3,360-55.6% | $2,940-49.2% | $4,156-64.1% |
| Participant deferral / active EE | $5,223 | $5,619-7.0% | $4,917+6.2% | $6,407-18.5% |
| Admin fee / account holder | $2,319 | $15,028-84.6% | $12,439-81.4% | $12,270-81.1% |