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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 | $279,218 | $108,695+156.9% | $74,722+273.7% | $152,897+82.6% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 23.98% | 114.11%-90.1pp | 753.11%-729.1pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,039 | $1,504-30.9% | $1,084-4.1% | $4,764-78.2% |
| Participant deferral / active EE | $3,706 | $2,712+36.6% | $1,963+88.8% | $5,851-36.7% |
| Admin fee / account holder | $1,138 | $4,906-76.8% | $3,335-65.9% | $11,599-90.2% |