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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 | $370,152 | $81,668+353.2% | $58,507+532.7% | $139,487+165.4% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.8pp |
| Annual return | 12.17% | 7430.07%-7417.9pp | 4252.32%-4240.1pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,892 | $1,398+35.4% | $1,053+79.7% | $4,755-60.2% |
| Participant deferral / active EE | $1,333 | $2,554-47.8% | $1,922-30.6% | $6,713-80.1% |
| Admin fee / account holder | $7,288 | $3,212+126.9% | $2,486+193.2% | $11,407-36.1% |