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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 | $274,101 | $166,131+65.0% | $164,975+66.1% | $145,877+87.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.83% | 100.37%-90.5pp | 70.12%-60.3pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,340 | $5,276-55.6% | $4,343-46.1% | $4,663-49.8% |
| Participant deferral / active EE | $7,167 | $6,962+2.9% | $6,033+18.8% | $6,691+7.1% |
| Admin fee / account holder | $4,493 | $16,648-73.0% | $12,688-64.6% | $13,402-66.5% |