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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 | $314,341 | $109,863+186.1% | $98,477+219.2% | $167,518+87.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.13% | 1958.09%-1941.0pp | 1493.59%-1476.5pp | 478.71%-461.6pp |
| Employer contribution / active EE | $3,312 | $3,225+2.7% | $2,961+11.9% | $4,838-31.6% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,342+105.0% |
| Admin fee / account holder | $1,035 | $6,755-84.7% | $5,951-82.6% | $12,312-91.6% |