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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 | $291,988 | $111,830+161.1% | $93,696+211.6% | $145,884+100.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.77% | 204.08%-192.3pp | 133.74%-122.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,967 | $3,093-4.1% | $2,422+22.5% | $4,662-36.4% |
| Participant deferral / active EE | $10,167 | $4,920+106.6% | $4,417+130.2% | $6,690+52.0% |
| Admin fee / account holder | $1,213 | $10,249-88.2% | $8,287-85.4% | $13,392-90.9% |