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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 | $257,304 | $90,530+184.2% | $76,030+238.4% | $145,897+76.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.63% | 625.08%-615.4pp | 361.54%-351.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,567 | $3,319-22.7% | $2,688-4.5% | $4,663-45.0% |
| Participant deferral / active EE | $4,186 | $5,164-18.9% | $4,257-1.7% | $6,689-37.4% |
| Admin fee / account holder | $18,327 | $8,383+118.6% | $6,421+185.5% | $13,390+36.9% |