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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 | $326,922 | $134,817+142.5% | $123,973+163.7% | $155,188+110.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 20.38% | 515.49%-495.1pp | 388.13%-367.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,833 | $4,425-58.6% | $4,126-55.6% | $4,248-56.8% |
| Participant deferral / active EE | $11,750 | $5,706+105.9% | $5,247+123.9% | $6,531+79.9% |
| Admin fee / account holder | $2,522 | $13,245-81.0% | $11,799-78.6% | $14,480-82.6% |