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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 | $316,657 | $180,749+75.2% | $160,784+96.9% | $137,256+130.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 12.39% | 2234.46%-2222.1pp | 1803.92%-1791.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,611 | $4,155-61.2% | $3,733-56.8% | $4,156-61.2% |
| Participant deferral / active EE | $5,725 | $6,844-16.4% | $6,293-9.0% | $6,407-10.6% |
| Admin fee / account holder | $2,924 | $10,397-71.9% | $9,717-69.9% | $12,270-76.2% |