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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 | $315,033 | $88,754+254.9% | $81,820+285.0% | $145,877+116.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 16.46% | 1031.77%-1015.3pp | 777.93%-761.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,082 | $3,085-64.9% | $2,915-62.9% | $4,663-76.8% |
| Participant deferral / active EE | $4,172 | $4,648-10.2% | $4,323-3.5% | $6,691-37.6% |
| Admin fee / account holder | $3,509 | $8,424-58.3% | $7,391-52.5% | $13,402-73.8% |