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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 | $333,738 | $125,190+166.6% | $105,624+216.0% | $145,897+128.7% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.4pp |
| Annual return | 10.49% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,404 | $3,720-35.4% | $3,168-24.1% | $4,663-48.4% |
| Participant deferral / active EE | $6,252 | $5,716+9.4% | $5,013+24.7% | $6,689-6.5% |
| Admin fee / account holder | $68,305 | $17,138+298.6% | $10,961+523.1% | $13,390+410.1% |