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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 | $389,973 | $135,645+187.5% | $110,243+253.7% | $135,380+188.1% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.8%-23.6pp | 82.6%-26.4pp |
| Annual return | 6.59% | 513.24%-506.6pp | 314.76%-308.2pp | 519.81%-513.2pp |
| Employer contribution / active EE | $2,085 | $4,907-57.5% | $3,827-45.5% | $4,779-56.4% |
| Participant deferral / active EE | $7,292 | $5,507+32.4% | $4,672+56.1% | $5,609+30.0% |
| Admin fee / account holder | $29,920 | $11,458+161.1% | $8,548+250.0% | $10,828+176.3% |