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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 | $377,863 | $111,785+238.0% | $93,669+303.4% | $145,877+159.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.15% | 203.79%-190.6pp | 133.59%-120.4pp | 551.28%-538.1pp |
| Employer contribution / active EE | $956 | $3,096-69.1% | $2,424-60.6% | $4,663-79.5% |
| Participant deferral / active EE | $11,721 | $4,919+138.3% | $4,416+165.4% | $6,691+75.2% |
| Admin fee / account holder | $35,077 | $10,256+242.0% | $8,291+323.1% | $13,402+161.7% |