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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 | $281,293 | $73,546+282.5% | $63,018+346.4% | $147,586+90.6% |
| Participation rate | 21.4% | 77.9%-56.4pp | 74.8%-53.4pp | 82.8%-61.4pp |
| Annual return | 14.99% | 175.56%-160.6pp | 87.62%-72.6pp | 578.59%-563.6pp |
| Employer contribution / active EE | $550 | $3,324-83.5% | $2,761-80.1% | $4,876-88.7% |
| Participant deferral / active EE | $3,503 | $4,185-16.3% | $3,330+5.2% | $5,439-35.6% |
| Admin fee / account holder | $2,043 | $5,956-65.7% | $3,601-43.3% | $10,886-81.2% |