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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 | $260,075 | $118,869+118.8% | $96,575+169.3% | $167,518+55.3% |
| Participation rate | 41.7% | 75.5%-33.8pp | 69.8%-28.2pp | 82.1%-40.4pp |
| Annual return | 9.15% | 50.49%-41.3pp | 37.79%-28.6pp | 478.71%-469.6pp |
| Employer contribution / active EE | $1,157 | $3,120-62.9% | $2,357-50.9% | $4,838-76.1% |
| Participant deferral / active EE | $6,296 | $4,616+36.4% | $3,849+63.6% | $6,342-0.7% |
| Admin fee / account holder | $99,896 | $8,067+1138.3% | $6,182+1515.9% | $12,312+711.3% |