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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 | $355,426 | $118,877+199.0% | $96,570+268.1% | $167,536+112.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 11.04% | 50.50%-39.5pp | 37.79%-26.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $7,143 | $3,121+128.9% | $2,357+203.0% | $4,839+47.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,276 | $8,069-59.4% | $6,182-47.0% | $12,315-73.4% |