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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 | $390,676 | $175,231+122.9% | $149,696+161.0% | $139,466+180.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 17.44% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,044 | $5,478-44.4% | $4,821-36.8% | $4,754-36.0% |
| Participant deferral / active EE | $9,181 | $6,521+40.8% | $5,682+61.6% | $6,712+36.8% |
| Admin fee / account holder | $3,298 | $16,155-79.6% | $13,212-75.0% | $11,409-71.1% |