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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 | $109,967+177.3% | $97,197+213.7% | $145,877+109.0% |
| Participation rate | 22.2% | 76.0%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 7.99% | 244.27%-236.3pp | 75.47%-67.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,727 | $3,077-43.9% | $2,723-36.6% | $4,663-63.0% |
| Participant deferral / active EE | $5,406 | $4,676+15.6% | $4,263+26.8% | $6,691-19.2% |
| Admin fee / account holder | $5,888 | $6,199-5.0% | $5,637+4.4% | $13,402-56.1% |