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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 | $268,611 | $102,638+161.7% | $81,982+227.6% | $158,982+69.0% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 17.01% | 61.05%-44.0pp | 41.31%-24.3pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,224 | $3,241-62.2% | $2,498-51.0% | $4,763-74.3% |
| Participant deferral / active EE | $5,237 | $4,649+12.6% | $3,722+40.7% | $5,983-12.5% |
| Admin fee / account holder | $1,326 | $8,237-83.9% | $5,665-76.6% | $11,252-88.2% |