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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 | $125,184+214.6% | $105,607+272.9% | $145,884+169.9% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.5pp |
| Annual return | 15.53% | 225.00%-209.5pp | 116.11%-100.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $7,400 | $3,720+98.9% | $3,167+133.7% | $4,662+58.7% |
| Participant deferral / active EE | $7,400 | $5,714+29.5% | $5,011+47.7% | $6,690+10.6% |
| Admin fee / account holder | $4,012 | $17,133-76.6% | $10,958-63.4% | $13,392-70.0% |