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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 | $474,920 | $147,556+221.9% | $129,031+268.1% | $198,609+139.1% |
| Participation rate | 40.0% | 77.2%-37.2pp | 73.4%-33.4pp | 82.4%-42.4pp |
| Annual return | 100.83% | 37.41%+63.4pp | 34.67%+66.2pp | 202.70%-101.9pp |
| Employer contribution / active EE | $1,889 | $3,645-48.2% | $3,226-41.4% | $5,055-62.6% |
| Participant deferral / active EE | $16,250 | $5,760+182.1% | $5,217+211.5% | $6,977+132.9% |
| Admin fee / account holder | $993 | $15,467-93.6% | $13,208-92.5% | $19,030-94.8% |