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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 | $285,533 | $149,040+91.6% | $120,225+137.5% | $137,256+108.0% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 20.68% | 605.68%-585.0pp | 439.23%-418.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,774 | $4,350-59.2% | $3,475-49.0% | $4,156-57.3% |
| Participant deferral / active EE | $8,333 | $4,655+79.0% | $3,999+108.4% | $6,407+30.1% |
| Admin fee / account holder | $6,281 | $6,348-1.1% | $5,696+10.3% | $12,270-48.8% |