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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 | $377,132 | $198,457+90.0% | $170,435+121.3% | $147,586+155.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 20.83% | 257.30%-236.5pp | 205.94%-185.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,812 | $6,183-70.7% | $5,432-66.7% | $4,876-62.9% |
| Participant deferral / active EE | $7,757 | $5,629+37.8% | $4,939+57.0% | $5,439+42.6% |
| Admin fee / account holder | $13,228 | $16,852-21.5% | $13,881-4.7% | $10,886+21.5% |