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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 | $298,281 | $100,901+195.6% | $75,501+295.1% | $147,586+102.1% |
| Participation rate | 69.2% | 77.1%-7.9pp | 72.4%-3.1pp | 82.8%-13.6pp |
| Annual return | 22.66% | 35.78%-13.1pp | 27.35%-4.7pp | 578.59%-555.9pp |
| Employer contribution / active EE | $6,401 | $3,253+96.7% | $2,352+172.2% | $4,876+31.3% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,410 | $11,285-34.3% | $5,801+27.8% | $10,886-31.9% |