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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 | $380,046 | $110,629+243.5% | $80,784+370.4% | $167,553+126.8% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 17.25% | 120.58%-103.3pp | 87.31%-70.1pp | 478.89%-461.6pp |
| Employer contribution / active EE | $2,078 | $1,543+34.7% | $1,160+79.1% | $4,840-57.1% |
| Participant deferral / active EE | $1,985 | $2,871-30.8% | $2,145-7.5% | $6,343-68.7% |
| Admin fee / account holder | $7,412 | $4,547+63.0% | $3,380+119.3% | $12,316-39.8% |