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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 | $347,709 | $102,635+238.8% | $86,209+303.3% | $139,456+149.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 24.58% | 1923.53%-1898.9pp | 1169.05%-1144.5pp | 373.45%-348.9pp |
| Employer contribution / active EE | $1,815 | $3,034-40.2% | $2,381-23.8% | $4,753-61.8% |
| Participant deferral / active EE | $3,183 | $4,677-32.0% | $3,986-20.2% | $6,711-52.6% |
| Admin fee / account holder | $4,590 | $8,661-47.0% | $6,853-33.0% | $11,407-59.8% |