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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 | $416,166 | $104,924+296.6% | $84,623+391.8% | $152,885+172.2% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 13.38% | 373.82%-360.4pp | 258.77%-245.4pp | 345.39%-332.0pp |
| Employer contribution / active EE | $1,021 | $3,302-69.1% | $2,652-61.5% | $4,763-78.6% |
| Participant deferral / active EE | $5,000 | $4,689+6.6% | $3,899+28.2% | $5,851-14.5% |
| Admin fee / account holder | $8,755 | $6,242+40.3% | $4,913+78.2% | $11,598-24.5% |