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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 | $263,403 | $108,942+141.8% | $100,415+162.3% | $145,897+80.5% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.7pp |
| Annual return | 10.42% | 58.27%-47.9pp | 49.47%-39.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,038 | $4,422-53.9% | $3,943-48.3% | $4,663-56.3% |
| Participant deferral / active EE | $10,183 | $8,461+20.3% | $8,091+25.8% | $6,689+52.2% |
| Admin fee / account holder | $6,978 | $9,702-28.1% | $7,906-11.7% | $13,390-47.9% |