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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 | $259,754 | $84,713+206.6% | $75,717+243.1% | $167,518+55.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 15.32% | 199.49%-184.2pp | 104.58%-89.3pp | 478.71%-463.4pp |
| Employer contribution / active EE | $1,415 | $3,229-56.2% | $2,743-48.4% | $4,838-70.8% |
| Participant deferral / active EE | $4,122 | $4,578-10.0% | $3,821+7.9% | $6,342-35.0% |
| Admin fee / account holder | $1,192 | $5,357-77.7% | $3,619-67.1% | $12,312-90.3% |