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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 | $254,512 | $96,678+163.3% | $86,640+193.8% | $139,466+82.5% |
| Participation rate | 42.1% | 74.4%-32.3pp | 71.7%-29.6pp | 80.3%-38.2pp |
| Annual return | 14.09% | 106.69%-92.6pp | 592.52%-578.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $1,078 | $3,265-67.0% | $3,024-64.4% | $4,754-77.3% |
| Participant deferral / active EE | $3,695 | $4,837-23.6% | $4,438-16.7% | $6,712-45.0% |
| Admin fee / account holder | $5,886 | $6,410-8.2% | $5,616+4.8% | $11,409-48.4% |