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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 | $258,633 | $118,708+117.9% | $98,920+161.5% | $158,966+62.7% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 8.64% | 372.49%-363.8pp | 196.47%-187.8pp | 302.95%-294.3pp |
| Employer contribution / active EE | $522 | $3,334-84.3% | $2,689-80.6% | $4,762-89.0% |
| Participant deferral / active EE | $1,534 | $5,089-69.9% | $4,245-63.9% | $5,983-74.4% |
| Admin fee / account holder | $6,172 | $10,134-39.1% | $6,643-7.1% | $11,250-45.1% |