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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 | $334,959 | $167,030+100.5% | $135,768+146.7% | $155,188+115.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 15.33% | 678.39%-663.1pp | 526.10%-510.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,239 | $4,132-70.0% | $3,394-63.5% | $4,248-70.8% |
| Participant deferral / active EE | $2,854 | $4,528-37.0% | $3,977-28.3% | $6,531-56.3% |
| Admin fee / account holder | $3,081 | $8,172-62.3% | $7,048-56.3% | $14,480-78.7% |