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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 | $253,883 | $102,638+147.4% | $81,982+209.7% | $158,982+59.7% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.3%-10.4pp | 82.0%-23.1pp |
| Annual return | 25.50% | 61.05%-35.6pp | 41.31%-15.8pp | 302.99%-277.5pp |
| Employer contribution / active EE | $591 | $3,241-81.8% | $2,498-76.3% | $4,763-87.6% |
| Participant deferral / active EE | $3,166 | $4,649-31.9% | $3,722-15.0% | $5,983-47.1% |
| Admin fee / account holder | $7,596 | $8,237-7.8% | $5,665+34.1% | $11,252-32.5% |