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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 | $250,329 | $98,766+153.5% | $149,730+67.2% | $79,852+213.5% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%+0.1pp |
| Annual return | 23.15% | 27.43%-4.3pp | 276.70%-253.5pp | 31.72%-8.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,991 | $5,681+23.1% | $6,843+2.2% | $3,740+86.9% |
| Admin fee / account holder | $2,264 | $6,052-62.6% | $9,310-75.7% | $5,306-57.3% |