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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 | $460,050 | $183,539+150.7% | $155,556+195.7% | $145,897+215.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.31% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,567 | $5,315-51.7% | $4,675-45.1% | $4,663-45.0% |
| Participant deferral / active EE | $5,833 | $6,467-9.8% | $5,631+3.6% | $6,689-12.8% |
| Admin fee / account holder | $2,011 | $19,275-89.6% | $15,885-87.3% | $13,390-85.0% |