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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 | $258,421 | $226,090+14.3% | $182,531+41.6% | $152,885+69.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 27.33% | 192.57%-165.2pp | 148.57%-121.2pp | 345.39%-318.1pp |
| Employer contribution / active EE | $1,950 | $4,978-60.8% | $4,075-52.2% | $4,763-59.1% |
| Participant deferral / active EE | $5,200 | $6,369-18.4% | $5,525-5.9% | $5,851-11.1% |
| Admin fee / account holder | $530 | $10,705-95.0% | $8,593-93.8% | $11,598-95.4% |