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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 | $274,857 | $117,895+133.1% | $102,460+168.3% | $145,897+88.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 19.64% | 31.92%-12.3pp | 29.47%-9.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $1,671 | $3,619-53.8% | $3,025-44.8% | $4,663-64.2% |
| Participant deferral / active EE | $11,536 | $5,736+101.1% | $5,056+128.2% | $6,689+72.5% |
| Admin fee / account holder | $4,620 | $13,353-65.4% | $9,460-51.2% | $13,390-65.5% |