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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 | $393,779 | $125,193+214.5% | $105,591+272.9% | $145,978+169.8% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 15.53% | 225.53%-210.0pp | 116.43%-100.9pp | 550.52%-535.0pp |
| Employer contribution / active EE | $7,400 | $3,718+99.0% | $3,166+133.7% | $4,662+58.7% |
| Participant deferral / active EE | $7,400 | $5,708+29.6% | $5,008+47.7% | $6,690+10.6% |
| Admin fee / account holder | $4,012 | $17,277-76.8% | $11,024-63.6% | $13,400-70.1% |