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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 | $361,463 | $112,121+222.4% | $95,960+276.7% | $158,966+127.4% |
| Participation rate | 38.5% | 79.0%-40.5pp | 77.1%-38.6pp | 82.0%-43.5pp |
| Annual return | 35.72% | 171.16%-135.4pp | 91.63%-55.9pp | 302.95%-267.2pp |
| Employer contribution / active EE | $1,769 | $3,199-44.7% | $2,541-30.4% | $4,762-62.9% |
| Participant deferral / active EE | $8,500 | $4,784+77.7% | $4,167+104.0% | $5,983+42.1% |
| Admin fee / account holder | $1,029 | $10,135-89.8% | $6,797-84.9% | $11,250-90.8% |