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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 | $310,000 | $106,918+189.9% | $84,021+269.0% | $152,897+102.8% |
| Participation rate | 39.1% | 75.2%-36.1pp | 69.0%-29.9pp | 82.5%-43.3pp |
| Annual return | 59.37% | 105.01%-45.6pp | 71.32%-11.9pp | 345.43%-286.1pp |
| Employer contribution / active EE | $1,315 | $2,735-51.9% | $1,984-33.7% | $4,764-72.4% |
| Participant deferral / active EE | $3,917 | $4,012-2.4% | $3,239+20.9% | $5,851-33.1% |
| Admin fee / account holder | $3,189 | $8,288-61.5% | $6,102-47.7% | $11,599-72.5% |