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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 | $329,411 | $125,184+163.1% | $105,607+211.9% | $145,884+125.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 14.47% | 225.00%-210.5pp | 116.11%-101.6pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,780 | $3,720-25.3% | $3,167-12.2% | $4,662-40.4% |
| Participant deferral / active EE | $9,125 | $5,714+59.7% | $5,011+82.1% | $6,690+36.4% |
| Admin fee / account holder | $1,901 | $17,133-88.9% | $10,958-82.7% | $13,392-85.8% |