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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 | $443,958 | $96,419+360.4% | $80,648+450.5% | $139,487+218.3% |
| Participation rate | 18.8% | 73.6%-54.9pp | 67.0%-48.3pp | 80.3%-61.6pp |
| Annual return | 12.51% | 1352.86%-1340.3pp | 937.21%-924.7pp | 373.84%-361.3pp |
| Employer contribution / active EE | $1,660 | $3,261-49.1% | $2,724-39.0% | $4,755-65.1% |
| Participant deferral / active EE | $2,070 | $5,225-60.4% | $4,443-53.4% | $6,713-69.2% |
| Admin fee / account holder | $13,898 | $6,605+110.4% | $5,382+158.2% | $11,407+21.8% |