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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 | $462,624 | $108,685+325.7% | $74,719+519.2% | $152,885+202.6% |
| Participation rate | 46.7% | 65.3%-18.7pp | 54.5%-7.8pp | 82.5%-35.8pp |
| Annual return | 22.82% | 114.09%-91.3pp | 753.05%-730.2pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,027 | $1,504-31.7% | $1,084-5.2% | $4,763-78.4% |
| Participant deferral / active EE | $8,561 | $2,712+215.7% | $1,963+336.0% | $5,851+46.3% |
| Admin fee / account holder | $1,854 | $4,905-62.2% | $3,334-44.4% | $11,598-84.0% |