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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 | $264,154 | $157,296+67.9% | $141,191+87.1% | $152,897+72.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 27.63% | 64.34%-36.7pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $1,757 | $5,262-66.6% | $4,736-62.9% | $4,764-63.1% |
| Participant deferral / active EE | $12,546 | $7,111+76.4% | $6,710+87.0% | $5,851+114.4% |
| Admin fee / account holder | $1,297 | $12,125-89.3% | $10,264-87.4% | $11,599-88.8% |