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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 | $286,472 | $208,088+37.7% | $186,193+53.9% | $154,746+85.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 15.21% | 89.97%-74.8pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,911 | $4,340-56.0% | $3,918-51.2% | $4,379-56.4% |
| Participant deferral / active EE | $6,200 | $7,078-12.4% | $6,513-4.8% | $6,730-7.9% |
| Admin fee / account holder | $3,236 | $11,698-72.3% | $11,058-70.7% | $14,365-77.5% |