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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 | $273,659 | $88,815+208.1% | $81,882+234.2% | $145,897+87.6% |
| Participation rate | 10.0% | 75.1%-65.1pp | 72.4%-62.4pp | 80.3%-70.3pp |
| Annual return | 11.95% | 1033.75%-1021.8pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $529 | $3,086-82.9% | $2,916-81.9% | $4,663-88.7% |
| Participant deferral / active EE | $2,272 | $4,647-51.1% | $4,323-47.5% | $6,689-66.0% |
| Admin fee / account holder | $2,075 | $8,434-75.4% | $7,360-71.8% | $13,390-84.5% |