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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 | $84,708+206.6% | $75,714+243.1% | $167,536+55.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 15.32% | 199.62%-184.3pp | 104.62%-89.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $1,415 | $3,231-56.2% | $2,744-48.4% | $4,839-70.8% |
| Participant deferral / active EE | $4,122 | $4,577-10.0% | $3,820+7.9% | $6,342-35.0% |
| Admin fee / account holder | $1,192 | $5,358-77.8% | $3,619-67.1% | $12,315-90.3% |