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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 | $309,123 | $102,595+201.3% | $94,057+228.7% | $154,746+99.8% |
| Participation rate | 46.7% | 76.0%-29.3pp | 73.3%-26.7pp | 80.7%-34.0pp |
| Annual return | 16.04% | 583.42%-567.4pp | 480.62%-464.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,782 | $3,147-11.6% | $2,933-5.1% | $4,379-36.5% |
| Participant deferral / active EE | $8,591 | $5,118+67.9% | $4,709+82.4% | $6,730+27.6% |
| Admin fee / account holder | $1,184 | $7,736-84.7% | $7,244-83.7% | $14,365-91.8% |