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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 | $132,099+96.4% | $115,599+124.5% | $138,895+86.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 12.74% | 176.76%-164.0pp | 111.10%-98.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,493 | $3,416-56.3% | $2,955-49.5% | $4,194-64.4% |
| Participant deferral / active EE | $5,223 | $5,617-7.0% | $4,889+6.8% | $6,396-18.3% |
| Admin fee / account holder | $2,319 | $15,650-85.2% | $12,841-81.9% | $12,562-81.5% |