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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 | $257,503 | $171,492+50.2% | $150,734+70.8% | $198,609+29.7% |
| Participation rate | 52.6% | 81.4%-28.8pp | 78.4%-25.8pp | 82.4%-29.7pp |
| Annual return | 16.29% | 804.70%-788.4pp | 600.81%-584.5pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,492 | $5,470-54.5% | $4,918-49.3% | $5,055-50.7% |
| Participant deferral / active EE | $6,815 | $6,259+8.9% | $5,610+21.5% | $6,977-2.3% |
| Admin fee / account holder | $4,518 | $17,628-74.4% | $14,905-69.7% | $19,030-76.3% |