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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 | $317,474 | $156,963+102.3% | $121,204+161.9% | $139,466+127.6% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 13.62% | 1476.75%-1463.1pp | 987.18%-973.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,125 | $5,544-79.7% | $4,170-73.0% | $4,754-76.3% |
| Participant deferral / active EE | $5,625 | $4,848+16.0% | $4,083+37.8% | $6,712-16.2% |
| Admin fee / account holder | $2,009 | $6,953-71.1% | $5,651-64.4% | $11,409-82.4% |