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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 | $391,804 | $210,698+86.0% | $178,014+120.1% | $145,959+168.4% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.17% | 386.27%-372.1pp | 294.80%-280.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $707 | $4,567-84.5% | $3,950-82.1% | $4,661-84.8% |
| Participant deferral / active EE | $5,867 | $6,958-15.7% | $6,276-6.5% | $6,689-12.3% |
| Admin fee / account holder | $15,581 | $12,016+29.7% | $10,362+50.4% | $13,398+16.3% |