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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 | $299,727 | $171,492+74.8% | $150,734+98.8% | $198,609+50.9% |
| Participation rate | 45.5% | 81.4%-36.0pp | 78.4%-33.0pp | 82.4%-36.9pp |
| Annual return | 8.97% | 804.70%-795.7pp | 600.81%-591.8pp | 202.70%-193.7pp |
| Employer contribution / active EE | $2,339 | $5,470-57.2% | $4,918-52.5% | $5,055-53.7% |
| Participant deferral / active EE | $4,740 | $6,259-24.3% | $5,610-15.5% | $6,977-32.1% |
| Admin fee / account holder | $967 | $17,628-94.5% | $14,905-93.5% | $19,030-94.9% |