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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 | $349,565 | $165,399+111.3% | $149,745+133.4% | $158,982+119.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 20.33% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $9,567 | $5,105+87.4% | $4,646+105.9% | $4,763+100.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,470 | $10,811-86.4% | $9,312-84.2% | $11,252-86.9% |