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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 | $304,886 | $109,904+177.4% | $97,167+213.8% | $145,959+108.9% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 7.99% | 243.43%-235.4pp | 75.27%-67.3pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,727 | $3,084-44.0% | $2,729-36.7% | $4,661-62.9% |
| Participant deferral / active EE | $5,406 | $4,676+15.6% | $4,264+26.8% | $6,689-19.2% |
| Admin fee / account holder | $5,888 | $6,216-5.3% | $5,650+4.2% | $13,398-56.1% |