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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 | $312,039 | $90,691+244.1% | $76,119+309.9% | $145,884+113.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 26.04% | 624.52%-598.5pp | 361.25%-335.2pp | 551.85%-525.8pp |
| Employer contribution / active EE | $2,565 | $3,329-23.0% | $2,693-4.8% | $4,662-45.0% |
| Participant deferral / active EE | $11,765 | $5,167+127.7% | $4,259+176.2% | $6,690+75.9% |
| Admin fee / account holder | $1,498 | $8,383-82.1% | $6,421-76.7% | $13,392-88.8% |