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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 | $302,195 | $111,830+170.2% | $93,696+222.5% | $145,884+107.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 15.72% | 204.08%-188.4pp | 133.74%-118.0pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,793 | $3,093-42.0% | $2,422-26.0% | $4,662-61.5% |
| Participant deferral / active EE | $13,520 | $4,920+174.8% | $4,417+206.1% | $6,690+102.1% |
| Admin fee / account holder | $8,007 | $10,249-21.9% | $8,287-3.4% | $13,392-40.2% |