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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 | $258,427 | $125,184+106.4% | $105,607+144.7% | $145,884+77.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.26% | 225.00%-214.7pp | 116.11%-105.8pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,531 | $3,720-58.8% | $3,167-51.6% | $4,662-67.2% |
| Participant deferral / active EE | $7,995 | $5,714+39.9% | $5,011+59.5% | $6,690+19.5% |
| Admin fee / account holder | $9,692 | $17,133-43.4% | $10,958-11.6% | $13,392-27.6% |