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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 | $256,433 | $129,476+98.1% | $93,515+174.2% | $158,982+61.3% |
| Participation rate | 28.6% | 71.0%-42.4pp | 66.8%-38.2pp | 82.0%-53.4pp |
| Annual return | 8.64% | 118.56%-109.9pp | 78.21%-69.6pp | 302.99%-294.3pp |
| Employer contribution / active EE | $876 | $2,717-67.8% | $2,077-57.8% | $4,763-81.6% |
| Participant deferral / active EE | $5,543 | $3,916+41.6% | $3,129+77.2% | $5,983-7.4% |
| Admin fee / account holder | $2,853 | $7,396-61.4% | $5,235-45.5% | $11,252-74.6% |