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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 | $410,378 | $88,754+362.4% | $81,820+401.6% | $145,877+181.3% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 12.53% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,180 | $3,085-61.7% | $2,915-59.5% | $4,663-74.7% |
| Participant deferral / active EE | $8,714 | $4,648+87.5% | $4,323+101.6% | $6,691+30.2% |
| Admin fee / account holder | $4,951 | $8,424-41.2% | $7,391-33.0% | $13,402-63.1% |