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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 | $256,857 | $88,778+189.3% | $81,844+213.8% | $145,884+76.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 11.27% | 1033.03%-1021.8pp | 778.87%-767.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $10,833 | $3,087+250.9% | $2,916+271.5% | $4,662+132.4% |
| Participant deferral / active EE | $10,167 | $4,648+118.7% | $4,323+135.2% | $6,690+52.0% |
| Admin fee / account holder | $2,770 | $8,430-67.1% | $7,355-62.3% | $13,392-79.3% |