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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 | $261,138 | $112,935+131.2% | $90,970+187.1% | $158,966+64.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 10.00% | 215.79%-205.8pp | 134.58%-124.6pp | 302.95%-292.9pp |
| Employer contribution / active EE | $1,424 | $2,895-50.8% | $2,122-32.9% | $4,762-70.1% |
| Participant deferral / active EE | $6,957 | $4,129+68.5% | $3,373+106.2% | $5,983+16.3% |
| Admin fee / account holder | $2,935 | $8,045-63.5% | $5,960-50.8% | $11,250-73.9% |