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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 | $339,402 | $111,785+203.6% | $93,669+262.3% | $145,877+132.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 29.52% | 203.79%-174.3pp | 133.59%-104.1pp | 551.28%-521.8pp |
| Employer contribution / active EE | $1,640 | $3,096-47.0% | $2,424-32.3% | $4,663-64.8% |
| Participant deferral / active EE | $2,180 | $4,919-55.7% | $4,416-50.6% | $6,691-67.4% |
| Admin fee / account holder | $305 | $10,256-97.0% | $8,291-96.3% | $13,402-97.7% |