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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 | $268,660 | $76,608+250.7% | $56,077+379.1% | $145,877+84.2% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 16.20% | 3009.59%-2993.4pp | 1709.28%-1693.1pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,333 | $1,382-3.5% | $1,040+28.2% | $4,663-71.4% |
| Participant deferral / active EE | $10,000 | $2,624+281.1% | $1,954+411.8% | $6,691+49.5% |
| Admin fee / account holder | $738 | $3,325-77.8% | $2,825-73.9% | $13,402-94.5% |