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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 | $367,810 | $180,749+103.5% | $160,784+128.8% | $137,256+168.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 13.09% | 2234.46%-2221.4pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,437 | $4,155-17.3% | $3,733-7.9% | $4,156-17.3% |
| Participant deferral / active EE | $15,725 | $6,844+129.7% | $6,293+149.9% | $6,407+145.4% |
| Admin fee / account holder | $2,677 | $10,397-74.3% | $9,717-72.5% | $12,270-78.2% |