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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 | $404,831 | $102,595+294.6% | $94,057+330.4% | $154,746+161.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 15.44% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,413 | $3,147-55.1% | $2,933-51.8% | $4,379-67.7% |
| Participant deferral / active EE | $3,685 | $5,118-28.0% | $4,709-21.8% | $6,730-45.3% |
| Admin fee / account holder | $7,722 | $7,736-0.2% | $7,244+6.6% | $14,365-46.2% |