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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 | $149,040+124.7% | $120,225+178.6% | $137,256+144.0% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 15.33% | 605.68%-590.3pp | 439.23%-423.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,239 | $4,350-71.5% | $3,475-64.3% | $4,156-70.2% |
| Participant deferral / active EE | $2,854 | $4,655-38.7% | $3,999-28.6% | $6,407-55.5% |
| Admin fee / account holder | $3,081 | $6,348-51.5% | $5,696-45.9% | $12,270-74.9% |