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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 | $255,446 | $111,785+128.5% | $93,669+172.7% | $145,877+75.1% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 10.95% | 203.79%-192.8pp | 133.59%-122.6pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,254 | $3,096-59.5% | $2,424-48.2% | $4,663-73.1% |
| Participant deferral / active EE | $5,848 | $4,919+18.9% | $4,416+32.4% | $6,691-12.6% |
| Admin fee / account holder | $8,237 | $10,256-19.7% | $8,291-0.7% | $13,402-38.5% |