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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 | $264,971 | $102,595+158.3% | $94,057+181.7% | $154,746+71.2% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 18.74% | 583.42%-564.7pp | 480.62%-461.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $829 | $3,147-73.7% | $2,933-71.7% | $4,379-81.1% |
| Participant deferral / active EE | $3,413 | $5,118-33.3% | $4,709-27.5% | $6,730-49.3% |
| Admin fee / account holder | $1,478 | $7,736-80.9% | $7,244-79.6% | $14,365-89.7% |