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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 | $281,277 | $101,618+176.8% | $93,063+202.2% | $137,256+104.9% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 11.85% | 223.95%-212.1pp | 34.15%-22.3pp | 220.34%-208.5pp |
| Employer contribution / active EE | $4,783 | $2,707+76.7% | $2,476+93.2% | $4,156+15.1% |
| Participant deferral / active EE | $8,137 | $4,279+90.1% | $3,958+105.6% | $6,407+27.0% |
| Admin fee / account holder | $2,587 | $6,198-58.3% | $6,033-57.1% | $12,270-78.9% |