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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 | $362,038 | $88,754+307.9% | $81,820+342.5% | $145,877+148.2% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 16.10% | 1031.77%-1015.7pp | 777.93%-761.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,927 | $3,085-5.1% | $2,915+0.4% | $4,663-37.2% |
| Participant deferral / active EE | $8,352 | $4,648+79.7% | $4,323+93.2% | $6,691+24.8% |
| Admin fee / account holder | $1,859 | $8,424-77.9% | $7,391-74.8% | $13,402-86.1% |