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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 | $305,206 | $90,489+237.3% | $76,051+301.3% | $145,978+109.1% |
| Participation rate | 21.4% | 74.5%-53.1pp | 69.1%-47.6pp | 80.3%-58.9pp |
| Annual return | 15.14% | 622.78%-607.6pp | 360.42%-345.3pp | 550.52%-535.4pp |
| Employer contribution / active EE | $5,264 | $3,319+58.6% | $2,690+95.7% | $4,662+12.9% |
| Participant deferral / active EE | $3,450 | $5,164-33.2% | $4,257-19.0% | $6,690-48.4% |
| Admin fee / account holder | $1,570 | $8,374-81.2% | $6,416-75.5% | $13,400-88.3% |