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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 | $366,637 | $109,904+233.6% | $97,167+277.3% | $145,959+151.2% |
| Participation rate | 36.8% | 75.9%-39.1pp | 72.7%-35.8pp | 80.3%-43.4pp |
| Annual return | 12.20% | 243.43%-231.2pp | 75.27%-63.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,547 | $3,084-49.8% | $2,729-43.3% | $4,661-66.8% |
| Participant deferral / active EE | $4,244 | $4,676-9.2% | $4,264-0.4% | $6,689-36.5% |
| Admin fee / account holder | $20,264 | $6,216+226.0% | $5,650+258.6% | $13,398+51.2% |