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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 | $359,189 | $96,691+271.5% | $86,656+314.5% | $139,487+157.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 36.46% | 106.87%-70.4pp | 593.09%-556.6pp | 373.84%-337.4pp |
| Employer contribution / active EE | $1,200 | $3,267-63.3% | $3,025-60.3% | $4,755-74.8% |
| Participant deferral / active EE | $6,000 | $4,838+24.0% | $4,439+35.2% | $6,713-10.6% |
| Admin fee / account holder | $17,560 | $6,414+173.8% | $5,619+212.5% | $11,407+53.9% |