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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 | $396,686 | $197,603+100.7% | $177,827+123.1% | $158,950+149.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 14.93% | 58.76%-43.8pp | 48.32%-33.4pp | 302.91%-288.0pp |
| Employer contribution / active EE | $1,640 | $6,698-75.5% | $5,918-72.3% | $4,762-65.6% |
| Participant deferral / active EE | $7,345 | $8,404-12.6% | $7,713-4.8% | $5,983+22.8% |
| Admin fee / account holder | $51,216 | $15,402+232.5% | $12,429+312.1% | $11,248+355.3% |