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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 | $296,236 | $152,612+94.1% | $125,192+136.6% | $152,897+93.7% |
| Participation rate | 58.3% | 83.3%-25.0pp | 79.8%-21.4pp | 82.5%-24.1pp |
| Annual return | 19.02% | 54.85%-35.8pp | 43.79%-24.8pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,629 | $4,947-67.1% | $3,866-57.9% | $4,764-65.8% |
| Participant deferral / active EE | $4,856 | $5,868-17.3% | $4,937-1.6% | $5,851-17.0% |
| Admin fee / account holder | $1,243 | $13,437-90.8% | $9,704-87.2% | $11,599-89.3% |