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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 | $295,346 | $114,073+158.9% | $96,161+207.1% | $167,518+76.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 68.4%-12.9pp | 82.1%-26.6pp |
| Annual return | 18.70% | 189.95%-171.2pp | 192.01%-173.3pp | 478.71%-460.0pp |
| Employer contribution / active EE | $1,246 | $3,428-63.7% | $2,798-55.5% | $4,838-74.2% |
| Participant deferral / active EE | $5,329 | $5,195+2.6% | $4,349+22.5% | $6,342-16.0% |
| Admin fee / account holder | $1,320 | $6,899-80.9% | $5,538-76.2% | $12,312-89.3% |