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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 | $400,516 | $160,070+150.2% | $147,117+172.2% | $145,897+174.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 23.36% | 98.69%-75.3pp | 420.54%-397.2pp | 552.29%-528.9pp |
| Employer contribution / active EE | $1,119 | $5,285-78.8% | $4,932-77.3% | $4,663-76.0% |
| Participant deferral / active EE | $4,783 | $8,419-43.2% | $8,065-40.7% | $6,689-28.5% |
| Admin fee / account holder | $3,140 | $15,035-79.1% | $12,993-75.8% | $13,390-76.6% |