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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 | $266,463 | $102,595+159.7% | $94,057+183.3% | $154,746+72.2% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 18.09% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,767 | $3,147-43.9% | $2,933-39.8% | $4,379-59.6% |
| Participant deferral / active EE | $5,167 | $5,118+0.9% | $4,709+9.7% | $6,730-23.2% |
| Admin fee / account holder | $1,007 | $7,736-87.0% | $7,244-86.1% | $14,365-93.0% |