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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 | $439,034 | $162,529+170.1% | $130,788+235.7% | $154,746+183.7% |
| Participation rate | 28.6% | 75.9%-47.3pp | 70.1%-41.5pp | 80.7%-52.1pp |
| Annual return | 52.45% | 510.48%-458.0pp | 386.44%-334.0pp | 172.34%-119.9pp |
| Employer contribution / active EE | $1,337 | $4,447-69.9% | $3,558-62.4% | $4,379-69.5% |
| Participant deferral / active EE | $4,139 | $4,808-13.9% | $4,1370% | $6,730-38.5% |
| Admin fee / account holder | $1,019 | $7,669-86.7% | $6,673-84.7% | $14,365-92.9% |