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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 | $337,911 | $100,911+234.9% | $90,440+273.6% | $158,966+112.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 20.88% | 1726.62%-1705.7pp | 1294.38%-1273.5pp | 302.95%-282.1pp |
| Employer contribution / active EE | $1,448 | $3,690-60.8% | $3,263-55.6% | $4,762-69.6% |
| Participant deferral / active EE | $4,333 | $4,348-0.3% | $3,964+9.3% | $5,983-27.6% |
| Admin fee / account holder | $3,235 | $6,507-50.3% | $5,615-42.4% | $11,250-71.2% |