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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 | $416,756 | $160,040+160.4% | $147,096+183.3% | $145,877+185.7% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 13.94% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,924 | $5,289-44.7% | $4,936-40.8% | $4,663-37.3% |
| Participant deferral / active EE | $7,326 | $8,429-13.1% | $8,071-9.2% | $6,691+9.5% |
| Admin fee / account holder | $11,580 | $15,050-23.1% | $13,005-11.0% | $13,402-13.6% |