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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 | $290,966 | $76,368+281.0% | $67,681+329.9% | $154,746+88.0% |
| Participation rate | 61.5% | 79.0%-17.4pp | 73.7%-12.2pp | 80.7%-19.2pp |
| Annual return | 15.37% | 1066.77%-1051.4pp | 590.58%-575.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,446 | $3,151-54.1% | $2,678-46.0% | $4,379-67.0% |
| Participant deferral / active EE | $4,349 | $4,824-9.8% | $3,976+9.4% | $6,730-35.4% |
| Admin fee / account holder | $6,607 | $8,559-22.8% | $6,100+8.3% | $14,365-54.0% |