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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 | $362,875 | $106,918+239.4% | $84,021+331.9% | $152,897+137.3% |
| Participation rate | 28.6% | 75.2%-46.7pp | 69.0%-40.4pp | 82.5%-53.9pp |
| Annual return | 22.58% | 105.01%-82.4pp | 71.32%-48.7pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,245 | $2,735-54.5% | $1,984-37.2% | $4,764-73.9% |
| Participant deferral / active EE | $3,781 | $4,012-5.8% | $3,239+16.7% | $5,851-35.4% |
| Admin fee / account holder | $42,783 | $8,288+416.2% | $6,102+601.2% | $11,599+268.8% |