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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 | $411,120 | $176,105+133.5% | $159,474+157.8% | $167,536+145.4% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 11.12% | 331.91%-320.8pp | 263.68%-252.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,584 | $5,299-70.1% | $4,831-67.2% | $4,839-67.3% |
| Participant deferral / active EE | $7,581 | $7,751-2.2% | $7,353+3.1% | $6,342+19.5% |
| Admin fee / account holder | $31,097 | $12,559+147.6% | $10,802+187.9% | $12,315+152.5% |