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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 | $304,459 | $134,817+125.8% | $123,973+145.6% | $155,188+96.2% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 16.26% | 515.49%-499.2pp | 388.13%-371.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,584 | $4,425-64.2% | $4,126-61.6% | $4,248-62.7% |
| Participant deferral / active EE | $3,035 | $5,706-46.8% | $5,247-42.2% | $6,531-53.5% |
| Admin fee / account holder | $1,095 | $13,245-91.7% | $11,799-90.7% | $14,480-92.4% |