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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 | $254,380 | $115,814+119.6% | $101,275+151.2% | $158,982+60.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 17.52% | 56.16%-38.6pp | 46.48%-29.0pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,059 | $4,176-74.6% | $3,660-71.1% | $4,763-77.8% |
| Participant deferral / active EE | $8,519 | $4,958+71.8% | $4,371+94.9% | $5,983+42.4% |
| Admin fee / account holder | $18,831 | $7,249+159.8% | $5,948+216.6% | $11,252+67.4% |