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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 | $305,161 | $180,749+68.8% | $160,784+89.8% | $137,256+122.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 13.34% | 2234.46%-2221.1pp | 1803.92%-1790.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,842 | $4,155-55.7% | $3,733-50.6% | $4,156-55.7% |
| Participant deferral / active EE | $3,665 | $6,844-46.5% | $6,293-41.8% | $6,407-42.8% |
| Admin fee / account holder | $57,431 | $10,397+452.4% | $9,717+491.0% | $12,270+368.1% |