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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 | $399,388 | $160,070+149.5% | $147,117+171.5% | $145,897+173.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 22.30% | 98.69%-76.4pp | 420.54%-398.2pp | 552.29%-530.0pp |
| Employer contribution / active EE | $2,462 | $5,285-53.4% | $4,932-50.1% | $4,663-47.2% |
| Participant deferral / active EE | $9,006 | $8,419+7.0% | $8,065+11.7% | $6,689+34.6% |
| Admin fee / account holder | $2,424 | $15,035-83.9% | $12,993-81.3% | $13,390-81.9% |