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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 | $284,567 | $88,754+220.6% | $81,820+247.8% | $145,877+95.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 10.80% | 1031.77%-1021.0pp | 777.93%-767.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $4,808 | $3,085+55.8% | $2,915+65.0% | $4,663+3.1% |
| Participant deferral / active EE | $7,942 | $4,648+70.9% | $4,323+83.7% | $6,691+18.7% |
| Admin fee / account holder | $3,331 | $8,424-60.5% | $7,391-54.9% | $13,402-75.1% |