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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 | $385,581 | $196,972+95.8% | $182,262+111.6% | $198,609+94.1% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 15.59% | 158.27%-142.7pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,048 | $5,364-61.8% | $5,046-59.4% | $5,055-59.5% |
| Participant deferral / active EE | $7,945 | $8,643-8.1% | $8,276-4.0% | $6,977+13.9% |
| Admin fee / account holder | $76,607 | $18,429+315.7% | $16,712+358.4% | $19,030+302.6% |