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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 | $399,848 | $209,428+90.9% | $178,498+124.0% | $158,950+151.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 18.83% | 188.78%-170.0pp | 151.09%-132.3pp | 302.91%-284.1pp |
| Employer contribution / active EE | $1,331 | $5,707-76.7% | $5,011-73.4% | $4,762-72.1% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+25.0% | $5,983+8.6% |
| Admin fee / account holder | $3,981 | $17,077-76.7% | $13,985-71.5% | $11,248-64.6% |