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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 | $270,999 | $129,737+108.9% | $119,126+127.5% | $154,746+75.1% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 12.63% | 379.08%-366.5pp | 282.11%-269.5pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,131 | $4,375-74.1% | $4,034-72.0% | $4,379-74.2% |
| Participant deferral / active EE | $5,513 | $5,842-5.6% | $5,318+3.7% | $6,730-18.1% |
| Admin fee / account holder | $3,826 | $11,961-68.0% | $10,693-64.2% | $14,365-73.4% |