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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 | $398,834 | $134,817+195.8% | $123,973+221.7% | $155,188+157.0% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.7%-48.1pp | 80.8%-52.2pp |
| Annual return | 16.94% | 515.49%-498.5pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,714 | $4,425-61.3% | $4,126-58.4% | $4,248-59.6% |
| Participant deferral / active EE | $7,786 | $5,706+36.4% | $5,247+48.4% | $6,531+19.2% |
| Admin fee / account holder | $5,396 | $13,245-59.3% | $11,799-54.3% | $14,480-62.7% |