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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 | $310,434 | $106,008+192.8% | $92,240+236.5% | $147,586+110.3% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 15.35% | 50.05%-34.7pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $6,164 | $4,333+42.2% | $3,680+67.5% | $4,876+26.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,576 | $6,333-59.3% | $5,194-50.4% | $10,886-76.3% |