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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 | $281,241 | $111,785+151.6% | $93,669+200.3% | $145,877+92.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 15.41% | 203.79%-188.4pp | 133.59%-118.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,615 | $3,096-47.8% | $2,424-33.4% | $4,663-65.4% |
| Participant deferral / active EE | $5,512 | $4,919+12.1% | $4,416+24.8% | $6,691-17.6% |
| Admin fee / account holder | $10,578 | $10,256+3.1% | $8,291+27.6% | $13,402-21.1% |