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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 | $326,170 | $160,070+103.8% | $147,117+121.7% | $145,897+123.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.54% | 98.69%-83.1pp | 420.54%-405.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,380 | $5,285-36.0% | $4,932-31.5% | $4,663-27.5% |
| Participant deferral / active EE | $8,868 | $8,419+5.3% | $8,065+10.0% | $6,689+32.6% |
| Admin fee / account holder | $9,017 | $15,035-40.0% | $12,993-30.6% | $13,390-32.7% |