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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 | $306,450 | $160,028+91.5% | $147,080+108.4% | $145,884+110.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.32% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,822 | $5,286-65.5% | $4,933-63.1% | $4,662-60.9% |
| Participant deferral / active EE | $7,450 | $8,422-11.5% | $8,066-7.6% | $6,690+11.4% |
| Admin fee / account holder | $6,093 | $15,030-59.5% | $12,989-53.1% | $13,392-54.5% |