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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 | $256,975 | $96,691+165.8% | $86,656+196.5% | $139,487+84.2% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 17.53% | 106.87%-89.3pp | 593.09%-575.6pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,329 | $3,267-59.3% | $3,025-56.1% | $4,755-72.1% |
| Participant deferral / active EE | $4,603 | $4,838-4.9% | $4,439+3.7% | $6,713-31.4% |
| Admin fee / account holder | $2,708 | $6,414-57.8% | $5,619-51.8% | $11,407-76.3% |