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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 | $70,366+278.7% | $66,674+299.7% | $138,895+91.8% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.7%-57.0pp | 79.9%-63.3pp |
| Annual return | 18.09% | 386.41%-368.3pp | 321.24%-303.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,767 | $2,765-36.1% | $2,620-32.6% | $4,194-57.9% |
| Participant deferral / active EE | $5,167 | $4,374+18.1% | $4,084+26.5% | $6,396-19.2% |
| Admin fee / account holder | $1,007 | $5,262-80.9% | $5,098-80.2% | $12,562-92.0% |