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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 | $335,700 | $109,908+205.4% | $97,161+245.5% | $145,978+130.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 65.02% | 243.80%-178.8pp | 75.36%-10.3pp | 550.52%-485.5pp |
| Employer contribution / active EE | $2,186 | $3,077-29.0% | $2,723-19.7% | $4,662-53.1% |
| Participant deferral / active EE | $8,007 | $4,679+71.1% | $4,265+87.7% | $6,690+19.7% |
| Admin fee / account holder | $5,029 | $6,213-19.1% | $5,647-11.0% | $13,400-62.5% |